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W2b, Inc.

● SEC registered since 2024CRD 331220SEC# 801-130228
Export (members)
Reg. AUM
$26.2M
Employees
6
Accounts
32,225
Location

W2b, Inc. assets under management

W2b, Inc. is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $26.2 million in regulatory assets under management and employs 6 people.

W2b, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Angel Manuel Romero ControlChief Excecutive Officer50-75%2024
Angel Rafael Romero ControlChief Compliance OfficerUnder 5%2024
Nicolas Andres Galarza ControlInternal Compliance Manager25-50%2024

Frequently asked questions

How much does W2b, Inc. manage?

W2b, Inc. reports $26.2 million in regulatory assets under management on its Form ADV.

How many employees does W2b, Inc. have?

W2b, Inc. reports 6 employees.

Does W2b, Inc. disclose fund performance?

W2b, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone1 (205) 953-6526
Office hours11 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$26.2M▲ 13267%
Jan '25 — $196KFeb '25 — $196KMar '25 — $251KApr '25 — $251KMay '25 — $4MJun '25 — $4MJul '25 — $4MAug '25 — $4MSep '25 — $4MOct '25 — $4MNov '25 — $4MDec '25 — $4MJan '26 — $4MFeb '26 — $4MMar '26 — $26.2MApr '26 — $26.2MMay '26 — $26.2MJun '26 — $26.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$26.2Mregulatory AUM
Discretionary $26.2M