Runa legal
Legal documents
for your investments.
Review the agreements and regulatory disclosures that apply to investment services accessed through Runa. Documents open as PDFs in your device’s document viewer.
Agreement · PDF
Investment Advisory Agreement
The current Wealth2B investment advisory agreement used temporarily for Runa.
Open document Privacy · PDFPrivacy Notice
How personal information is collected, used, shared, and protected.
Open document Disclosure · PDFForm ADV Part 2A
Details about Wealth2B’s advisory services, fees, conflicts, and business practices.
Open document Disclosure · PDFCustomer Relationship Summary
A concise summary of services, fees, conflicts, and the client relationship.
Open documentBefore you continue
Important information.
Investing involves risk, including possible loss of principal. The Investment Advisory Agreement currently references Welta while Runa's definitive agreement is under legal review.