Data / Investment advisers / New Jersey / Wbi Investments, LLC
Wbi Investments, LLC, Red Bank, NJ: $540 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wbi Investments, LLC is an SEC registered investment adviser with its main office in Red Bank, New Jersey and reports $540 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, investment companies and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Wbi Investments, LLC (CRD number 106336): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106336
- SEC file number
- 801-22873
- SEC status
- Approved, effective March 12, 1985
- Main office
- One River Centre, 331 Newman Springs Road Suite 143, Red Bank, NJ 07701
- Phone
- (732) 842-4920
- Website
- bullbearinsights.com
- Regulatory AUM
- $539,568,586 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $539,568,586
- Accounts
- 1,533
- Employees
- 13, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 701 | $146.7 million |
| Investment companies | 1 | $140.5 million |
| High net worth individuals | 58 | $130.5 million |
| Pension and profit sharing plans | 2 | $2.9 million |
| Corporations or other businesses | 3 | $2.8 million |
| Charitable organizations | 4 | $1.3 million |
| Pooled investment vehicles | 1 | $159,575 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $539.6 million | March 31, 2026 |
| December 1, 2025 | $552.6 million | May 30, 2025 |
Other advisers in Red Bank
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Shrewsbury River Capital LP | Red Bank | $757.5 million | 3 | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | $694.4 million | 1 | adviserinfo.sec.gov |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | Not listed | adviserinfo.sec.gov |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | Not listed | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | Not listed | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 2 | adviserinfo.sec.gov |
| Smallwood Wealth Management | Red Bank | $339 million | Not listed | adviserinfo.sec.gov |
| Salvus Wealth Management, LLC | Red Bank | $316.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Red Bank, NJ
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving investment companies
- Wbi Investments, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.