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WEALTHBUILDERS, LLC

CRD 286348

Visit website

5451 AVENIDA ENCINAS, SUITE 126B, CARLSBAD, CA, 92008, United States

Phone

(760) 454-9468

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$53.9M

Discretionary AUM

$53.9M

Team

2 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals58$14.0M
High net worth individuals32$39.4M

All web addresses on file

Official SEC filing: View on IAPD