WEALTH2B

Legal name: W2B, INC.

CRD 331220File 801-130228

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$26.2M

Bottom 25% of cohort (national)

Discretionary AUM

$26.2M

Clients

32,225

32,225 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Sep 25, 2024
Principal office: Not reported
Phone: 1 (205) 953-6526
Website: https://wealth2b.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $26.2M
Discretionary AUM: $26.2M
Non-discretionary AUM: $0
Discretionary accounts: 32,225
Non-discretionary accounts: 0
Total accounts: 32,225
AUM per client: $814

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	32,225	$26.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Subscription fees
A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.