Overview
Assets Under Management: $113 million
High-Net-Worth Clients: 32
Average Client Assets: $2.9 million
Frequently Asked Questions
WEALTH-BUILDERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116987), WEALTH-BUILDERS, INC. is subject to fiduciary duty under federal law.
WEALTH-BUILDERS, INC. serves 32 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, WEALTH-BUILDERS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTH-BUILDERS, INC. manages $113 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, WEALTH-BUILDERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.97%
Average Client Assets: $2.9 million
Total Client Accounts: 275
Discretionary Accounts: 275
Regulatory Filings
CRD Number: 116987
Filing ID: 2048648
Last Filing Date: 2026-03-13 16:25:00