WEALTH BUILDERS FINANCIAL GROUP LLC

Overview

Wealth Builders Financial Group LLC is an independent registered investment adviser operating as a small, owner-led RIA that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and delivers primarily discretionary portfolio management; its filings show most client assets are managed on a discretionary basis. Investment activity is centered on public equities—both exchange-traded vehicles and individual stocks—with portfolio construction oriented toward liquid, equity-driven exposure rather than extensive alternative or private-market allocations. The adviser lists an accountant among its industry affiliations and does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices