WBG ADVISORS LLC

Adviser information for WBG ADVISORS LLC last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Connecticut, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1	$101.8M
Non-Discretionary	0	$0
Total	1	$101.8M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	1	$101.8M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	23
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Pension consulting services
Compensation	% of AUMFixed feesPERCENTAGE OF AUA

Identifiers

SEC RIA File Number	801-118088
SEC ERA File Number	801-118088
SEC CIK Numbers	None
SEC CRD Numbers	151161
Legal Entity Identifier	None

Principal Office

7 PHEASANT LANE
WESTPORT
CT
United States

Monday - Friday, 9AM-5PM

Tel: 203-227-3738, Fax: 203-571-1272

Chief Compliance Officer

STEVEN PARMELEE

PRESIDENT

7 PHEASANT LANE

WESTPORT

United States

Tel: 203-227-3738

S**@************************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners