W2B, INC.
DBA: WEALTH2B
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $26.2M |
| Discretionary | $26.2M100% of AUM |
| Client Accounts | 32,225 |
| Avg Account Size | $814.402 |
| Employees | 6 |
| Peak AUM | $26.2MMar 2026 |
AUM by Client Type
Total AUM
$26M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $26M | +10363.4% | — | — | |
| Discretionary AUM | $26M | ||||
Key Metrics
| Total AUM | $26.2M |
| Discretionary | $26.2M |
| Employees | 6 |
| Client Accounts | 32225 |
| Client Range | 0 |
Contact & Location
Phone
1 (205) 953-6526
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMSubscription
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$26M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported