Wbi Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $540M in regulatory assets under management, 13 employees, and 1,533 accounts.
Assets Under Management
$540M
Employees
13
Offices
--
Total Clients
796
Primary office
RED BANK, NJ
ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD, SUITE 143, RED BANK, NJ, United States
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
701
2
HNWI
7.3%
58
3
MODEL PORTFOLIOS
3.3%
26
4
Charitable
0.5%
4
5
Corporations
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$540Mas of March 31, 2026
Discretionary100.0%
$540M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$540M
Total Accounts1,533
10Y AUM Change$-1.3B (-71.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee61:1
10Y Employee Change-45 (-77.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.