Asset ManagerRIA · CRD 138413SEC-Registered

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Wealth Builders Financial Group

Wealth Builders Financial Group LLC is an SEC-registered investment adviser in Westminster, MD. The firm manages $47 million in assets, $46 million on a...

Wealth Builders Financial Group

Wealth Builders Financial Group LLC is an SEC-registered investment adviser in Westminster, MD. The firm manages $47 million in assets, $46 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

What is the regulatory status of Wealth Builders Financial Group LLC?

Altss could not confirm any active registration with the SEC, FINRA, or a state securities regulator for this entity. Without a public Form ADV, state registration, or named principal, the firm's regulatory standing cannot be assessed.

Who runs Wealth Builders Financial Group LLC?

No named principals, officers, or investment professionals could be identified for this entity through public records, business filings, or financial media.

Does Wealth Builders Financial Group LLC manage outside capital?

Altss found no public disclosure of assets under management, investment vehicles, or client relationships. The firm's capital-management posture is unverifiable.

Is Wealth Builders Financial Group LLC a single-family office?

There is no public evidence to classify the entity as a family office, asset manager, or other institutional structure. The name suggests a financial services orientation, but no wealth origin or family affiliation has been disclosed.

Why doesn't Altss have a full profile for this firm?

Altss profiles are built from primary-source verification — regulatory filings, named principals, disclosed AUM, and observable investment activity. When a firm has no discoverable public record across these sources, a full research profile cannot be constructed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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