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WEALTH-BUILDERS, INC.
CRD 116987 · SEC 801-134760
WA, United States
Phone
206-940-9010
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.2M
Discretionary AUM
$113.2M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $21.5M |
| High net worth individuals | 32 | $91.7M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD