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Angel Manuel Romero

W2B, INC.·PONCE, Puerto Rico
Clean recordW2B, INC.
7147 CALLE DIVINA PROVIDENCIA, PONCE, PR 00717CRD# 7965038Firm CRD# 331220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angel Manuel Romero · PONCE, PR
Registration
CRD #7965038 · W2B, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Angel Manuel Romero is a registered financial advisor based in PONCE, Puerto Rico, affiliated with W2B, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
W2B, INC.
WEALTH2B
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at W2B, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 7965038
Firm CRD# 331220
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angel Manuel Romero offer?
Angel Manuel Romero specializes in Investment Management. Contact their office in PONCE, Puerto Rico for a consultation.
What are Angel Manuel Romero's credentials?
Angel Manuel Romero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angel Manuel Romero located?
Angel Manuel Romero is based in PONCE, Puerto Rico, working with W2B, INC.. Their office serves clients in the PONCE metropolitan area and surrounding communities.
How does Angel Manuel Romero charge for services?
Angel Manuel Romero's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W2B, INC.?
W2B, INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at W2B, INC.

Cynthia Mulvihill
PONCE, PR
Maria Paula Stock
PONCE, PR
Angel Rafael Romero
PONCE, PR
Franco Godoy
PONCE, PR
Nicolas Andres Galarza
PONCE, PR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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