← Back to search
WEALTH BUILDERS FINANCIAL GROUP LLC
CRD 138413
37 S. CRANBERRY ROAD, SUITE A4, WESTMINSTER, MD, 21157-6276, United States
Phone
410-876-2837
Fax
410-876-4660
Registration
— (—)
Source
State registered
Total AUM
$46.8M
Discretionary AUM
$46.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 489 | $18.2M |
| High net worth individuals | 30 | $27.2M |
| Corporations/business entities | 2 | $1.4M |
Official SEC filing: View on IAPD