BLDR WEALTH LLC

RIASEC Registered
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$175K
Accounts
32
Employees
2
Advisory reps
3

Firm details

Headquarters
SHAWNEE, Kansas
CRD number
335077
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals59.34%
  • HNWI29.23%
  • Corporations / Businesses11.43%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bldr Wealth LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and manager selection services. Its billing mixes asset-based fees with fixed fees. The adviser does not identify as an active ESG investor and is not presented as a multi-state adviser in its filing. The firm lists an accounting professional affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Chelsea Harper

    Principal And Chief Compliance OfficerCRD 8043114

  • TIMOTHY SHEAHAN

    Chief Compliance OfficerCRD 4303675

Contacts

1 of 1
  • ALLAN SHEAHAN

    PrincipalCRD 6082961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHAWNEE, KS

JOHNSON

Location

SHAWNEE, KS

Headquartered in SHAWNEE, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
5931 Nieman Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth