Wealthbuilders Investments

RIASEC RegisteredEst. 2023

Total AUM

$173M

Discretionary

$169M

98% of AUM

Avg account

$205K

Accounts

843

Employees

Advisory reps

Firm details

Headquarters: Greenwood Village, Colorado
CRD number: 173306
Registered since: April 28, 2023
Website: wealthbuilders.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI64.43%
Individuals25%
Pooled Investment Vehicles6.29%
Charitable Organizations3.71%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealthbuilders Investments LLC is an independent registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its business mix includes advisory services (financial planning; portfolio management for individuals/small businesses and pooled investment vehicles; selection of other advisers), educational publications and seminars, and insurance brokerage. The firm also sponsors and serves as GP/managing member of pooled investment vehicles. Fee arrangements are varied — percentage of AUM, hourly and fixed fees, commissions, and performance-based fees are all part of the pricing menu. The firm does not identify as an active ESG investor.