W
$539.6M Total AUM
$539.6M Disc. AUM
-- 3Y CAGR
13 Employees
796 ADV. Clients
41 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-1985
- Office Locations
- 1
Office Locations
ONE River Center 331 Newman Springs Road Suite 122 RED Bank NJ
About WBI Investments, LLC
WBI Investments, LLC is a RED Bank-based RIA. The firm has been operating for 41 years. Managing $539.6M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
36 AVG AGE
$107.9M AVG AUM / ADVISOR
$677.8K AVG AUM / CLIENT
16.1 yrs AVG TENURE
13 Employees
5 Advisory Reps
2 RIA Reps
41yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ANN HOLLY HEDBERG
Chief Administrative Officer, Chief Operating Officer, President, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
ERIC RICHARD HEDENBURG
Chief Operating Officer, CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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ROBERT JOSEPH CONFESSORE
President
- CRD
- #1156068
Available
Available
Available
W
WILLIAM T. GERICS
Trader
- CRD
- #5402059
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $539,568,586 | $351,969 |
| Non-Discretionary | $0 | -- |
| Total | $539,568,586 | $351,969 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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