GREENWOOD VILLAGE, COCRD 173306Latest ADV March 30, 2026
Wealthbuilders Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 30, 2026, reports $173M in regulatory assets under management, 8 employees, 2 offices, and 843 accounts.
Assets Under Management
$173M
Employees
8
Offices
2 offices
Total Clients
271
Primary office
GREENWOOD VILLAGE, CO
5600 S. QUEBEC ST., SUITE 130B, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
190
2
HNWI
28.4%
77
3
Pooled Investment Vehicles
0.7%
2
4
Corporations
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 30, 2026
Discretionary97.6%
$169M
98% of total RAUM97.6%
Non-discretionary2.4%
$4M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts843
10Y AUM Change+$67M (+63.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.