Fee-only adviser · Dover, DE
WEALTH2B
WEALTH2B is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Dover, Delaware (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $26M in regulatory assets under management, 32,225 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 331220 · SEC file 801-130228 |
| Office | Dover, DE (mailing address; office not published) |
| Phone | (205) 953-6526 |
| Website | wealth2b.com |
| Regulatory assets under management | $26M |
| Individual clients | 32,225 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Subscription |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Dover
- Big Investment Services $425M
- CSG Financial $16M
- Modum Asset Management LLC $283M
- Tinderwealth $10M
- Exds Capital $172K
See all 6 fee-only advisers in Dover →
Nearby
- Middletown 1 firm
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