WEALTHBUILDERS, LLC

WEALTHBUILDERS, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 286348). Regulatory assets under management: $53.9M.

Registration

• CRD: 286348
• Type: Registered investment adviser
• Location: 5451 AVENIDA ENCINAS, CARLSBAD, CA, 92008
• Phone: (760) 454-9468
• Latest filing: 2026-03-25
• Regulatory AUM: $53.9M
• Discretionary AUM: $53.9M
• Clients: 2
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search