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WEALTHBUILDERS INVESTMENTS
8310 South Valley Highway
Suite 300
Englewood, Colorado 80112
Tel: 972-719-2557
About WEALTHBUILDERS INVESTMENTS
WEALTHBUILDERS INVESTMENTS, formally registered with the SEC as WEALTHBUILDERS INVESTMENTS. The firm was established in 04/28/2023. They have over 3 offices throughout the country.
WEALTHBUILDERS INVESTMENTS is a Englewood, Colorado based Financial Planning firm with nearly $121,666,733 assets under management, offering retirement planning & investment advisory services to 820 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173306 |
| SEC# | 801-127787 |
| Assets Managed by Firm | $121,666,733 |
| No. of Clients | 820 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 820 | $121,666,733 |
| Individuals (other than high net worth individuals) | 184 | $29,533,255 |
| High net worth individuals | 75 | $92,116,044 |
| Charitable organizations | Fewer than 5 clients | $17,434 |
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