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ATWOB

KATONAH, NY · CRD 172961 · IAPD ↗ · today2b.com · (914) 302-3233

$113.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — ATWOB changed its website from atwob.com to today2b.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2026 — ATWOB reported RAUM up 30% ($87.5M -> $113.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — ATWOB changed its website from today2b.com to atwob.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — ATWOB reported RAUM up 27% ($58.2M -> $73.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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