# WBI Investments

WBI Investments is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** https://wbiinvestments.com

## Regulatory record

- **CRD number:** 106336
- **SEC file number:** 801-22873
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106336

## About

WBI delivers a complete Turnkey Asset Management Platform (TAMP) with native planning tools and a complete client-facing experience for financial advisors. Its SMAs are fully technology- and process-driven, engineered for consistent, repeatable results through disciplined, rules-based portfolio construction. The firm also offers ETFs, model portfolios, and related investment technology. WBI has delivered tech-driven investment solutions, innovative platform technology, and service for over four decades.

## Questions

### Who runs investment decisions at WBI Investments?

WBI Investments does not publicly name any individuals involved in its investment decisions. There are no known principals, CIOs, or managing partners associated with the firm in public records. This lack of transparency makes it impossible to attribute decision-making authority to any person or team.

### What investment strategy does WBI Investments follow?

The firm has not disclosed its investment strategy publicly. No information is available about its asset class preferences, stage focus, or geographic targets. It is not known whether the firm participates in direct deals, fund commitments, or co-investments.

### Does WBI Investments have any publicly known portfolio companies?

No portfolio companies, investments, or transactions have been publicly attributed to WBI Investments. There are no records of the firm taking stakes in private or public companies, nor any mention in deal databases or industry publications.

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Last updated: 2026-08-11T15:08:32.892Z

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