WEALTH BUILDER FUNDS LLC

Overview

Wealth Builder Funds LLC is an SEC-registered investment adviser that acts primarily as a manager of pooled investment vehicles. The firm’s line of business centers on portfolio management for investment companies and related sponsor or general partner responsibilities, positioning it to run one or more fund structures rather than a broad retail advisory platform. Its client base is institutional, and the firm charges fees as a percentage of assets under management. Affiliations listed with the firm include roles typical of fund sponsors and managers—other investment adviser activity, CPO/CTA relationships and ties to insurance company structures—indicating an operational footprint that supports fund formation, fund administration and strategies that may require oversight beyond simple discretionary stock selection. Wealth Builder Funds LLC reports it is not an active ESG investor and is not structured as a multi-state adviser; it is organized as a domestic limited liability company and registered with the SEC in 2023.

Assets & Accounts

Investments & Alternatives

Location & Offices