WEALTHBUILDERS, LLC

Overview

Wealthbuilders, LLC operates as an independent registered investment adviser structured as a limited liability company and run under individual ownership. The firm targets individual and family clients, including small-business owners, delivering a mix of financial planning, discretionary portfolio management, pension consulting and selection-of-advisers services. Fee arrangements are flexible: percentage of assets under management, hourly charges and fixed fees are used depending on client needs. Investment activity centers on managed, publicly traded pooled vehicles as the core exposure, with the firm acting as a capital allocator when clients need access to third‑party managers. Wealthbuilders runs discretionary programs across its client base and supplements core public-fund allocations with third‑party alternative managers—primarily in real estate—to diversify return streams and income profiles. The firm also runs educational seminars and workshops as part of its client engagement and advisory offering. It does not present itself as an active ESG investor.

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Location & Offices