Wealth-Builders, Inc.

Overview

Wealth-Builders, Inc. is an independent registered investment adviser that structures advice and portfolios primarily for individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and serves as a selector of other advisers—acting as a capital allocator to third‑party managers when appropriate. Its fee model combines a percentage-of-AUM charge with hourly and fixed-fee engagements, allowing flexible billing for planning and consulting work. Investment practice skews toward pooled public vehicles as the core implementation sleeve, while the firm maintains the ability to place client capital with external alternative managers. Wealth-Builders, Inc. does not position itself as an ESG-focused allocator and does not operate as a multi-state pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices