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WBI INVESTMENTS, LLC
CRD 106336 · SEC 801-22873
ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD, SUITE 143, RED BANK, NJ, 07701, United States
Phone
732-842-4920
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$539.6M
Discretionary AUM
$539.6M
Team
13 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPublication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 701 | $146.7M |
| High net worth individuals | 58 | $130.5M |
| Investment companies | 1 | $140.5M |
| Pooled investment vehicles | 1 | $160K |
| Pension/profit sharing plans | 2 | $2.9M |
| Charitable organizations | 4 | $1.3M |
| Corporations/business entities | 3 | $2.8M |
States served
AZ, CA, CO, GA, IL, IN, IA, KY, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- http://bullbearinsights.com/
- https://www.wbietfs.com/
- https://www.instagram.com/cyborgtechllc/
- https://twitter.com/wbiinvestments
- https://www.linkedin.com/company/wbi-investments
- https://www.linkedin.com/company/wbi-shares
- http://wbiinvestments.com/
- https://www.instagram.com/wbiholdings
- https://twitter.com/bullbearinsight
- https://www.instagram.com/bull_bearinsights/
- https://investwithcy.com/
- https://twitter.com/investwithcy
- https://www.linkedin.com/company/cyborgtech/
- https://twitter.com/CyborgTechLLC
- https://www.instagram.com/investwithconnor
Official SEC filing: View on IAPD