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WBI INVESTMENTS, LLC

RED BANK, NJ · CRD 106336 · IAPD ↗ · bullbearinsights.com · 732-842-4920

$539.6MRegulatory AUM
5Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
33States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — WBI INVESTMENTS, LLC shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.