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WEALTHBUILDERS INVESTMENTS
GREENWOOD VILLAGE, CO
972-719-2557
SEC #801-127787Total AUM
$172.6M
Employees
8Clients
272Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5600 S. QUEBEC ST.
SUITE 130B
GREENWOOD VILLAGE
CO 80111
United States
SUITE 130B
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
972-719-2557
Other Offices
2
Financials
Total AUM
$172.6M
Accounts
843Discretionary
$168.5M
Accounts
823Non-Discretionary
$4.1M
Accounts
20
Clients
Individual Clients
190AUM
$43.2M
HNW Individual Clients
77AUM
$111.2M
Pooled Vehicle Clients
2AUM
$10.9M
Charitable Organization Clients
1AUM
$6.4M
Corporation or Business Clients
2AUM
$979.3K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACOFLLATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.