WEALTHBUILDERS INVESTMENTS

Overview

Wealthbuilders Investments is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2023. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator. Its service mix includes traditional financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, alongside selection-of-adviser services, periodic publications and educational seminars. Wealthbuilders also operates as an insurance broker and reports roles as sponsor, general partner and managing member of pooled vehicles. The firm does not list itself as an active ESG investor. Fee arrangements are broad: Wealthbuilders charges percentage-of-AUM fees and also uses hourly, fixed and commission-based fees, plus performance-based fee structures when applicable. That fee flexibility, together with its sponsor/GP activity, suggests the firm structures both advisory mandates and private pooled vehicles that can include incentive compensation.

Assets & Accounts

Investments & Alternatives