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W2B, INC.
W2B, INC.
WEALTH2B
PONCE, Puerto Rico
·
6 registered advisors
·
CRD# 331220
SEC# 801-130228
0
1 (205) 953-6526
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Fixed fees
03
Specialties
Investment Management
04
Advisors at W2B, INC.
6 registered advisors
Angel Manuel Romero
PONCE, Puerto Rico
CRD# 7965038
Angel Rafael Romero
PONCE, Puerto Rico
CRD# 7965053
Cynthia Mulvihill
PONCE, Puerto Rico
CRD# 7899338
Franco Godoy
PONCE, Puerto Rico
CRD# 7911933
Maria Paula Stock
PONCE, Puerto Rico
CRD# 7911887
Nicolas Andres Galarza
PONCE, Puerto Rico
CRD# 6441923
05
Office Locations
PONCE, Puerto Rico
6 advisors
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Data sourced from SEC Form ADV filings. W2B, INC. (CRD# 331220) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.