WBG ADVISORS LLC

· CRD 151161 · IAPD ↗ · 203-227-3738

$101.8MRegulatory AUM

1Advisory reps

1Employees

23Clients

0Planning clients

0Private funds

2States

0Disclosures

institutionalSegment

ApprovedSEC status

Filing changes

January 2025 — WBG ADVISORS LLC (location n/a) left the SEC roster (was $101.8M RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

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