WBB Securities, LLC

Overview

WBB Securities, LLC is a limited liability company that operates as a broker-dealer and through registered representatives. The firm acts as a capital allocator and provides advisory services including portfolio management for individuals and small businesses as well as for businesses or institutional clients, and it also performs selection of other advisers. Its compensation model is based on a percentage-of-assets-under-management fee structure. The firm is registered to do business in California and New Jersey and is organized under a combination of domestic-entity and individual ownership. WBB does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices