Overview
Assets Under Management: $173 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 77
Average Client Assets: $1.4 million
Frequently Asked Questions
WEALTHBUILDERS INVESTMENTS 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 #173306), WEALTHBUILDERS INVESTMENTS is subject to fiduciary duty under federal law.
WEALTHBUILDERS INVESTMENTS is headquartered in GREENWOOD VILLAGE, CO.
WEALTHBUILDERS INVESTMENTS serves 77 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, WEALTHBUILDERS INVESTMENTS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEALTHBUILDERS INVESTMENTS manages $173 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, WEALTHBUILDERS INVESTMENTS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.43%
Average Client Assets: $1.4 million
Total Client Accounts: 843
Discretionary Accounts: 823
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 173306
Filing ID: 2077164
Last Filing Date: 2026-03-30 16:36:58