WEALTH BUILDERS FINANCIAL GROUP LLC

WEALTH BUILDERS FINANCIAL GROUP LLC of WESTMINSTER, MD is an SEC-registered investment adviser (CRD 138413). Regulatory assets under management: $46.8M.

Registration

• CRD: 138413
• Type: Registered investment adviser
• Location: 37 S. CRANBERRY ROAD, WESTMINSTER, MD, 21157-6276
• Phone: 410-876-2837
• Latest filing: 2026-03-11
• Regulatory AUM: $46.8M
• Discretionary AUM: $46.3M
• Non-discretionary AUM: $490K
• Clients: 1
• Accounts: 521

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138413 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search