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WealthBuilders Investments
Founded in 2011 and headquartered in Colorado Springs, WealthBuilders Investments is a registered investment advisor and wealth management firm serving...
WealthBuilders Investments
Founded in 2011 and headquartered in Colorado Springs, WealthBuilders Investments is a registered investment advisor and wealth management firm serving individuals, trusts, estates, and high-net-worth families. The firm is closely associated with the WealthBuilders educational ecosystem — a network of books, seminars, and coaching programs teaching real estate and entrepreneurship principles. This dual structure creates a distinct client pipeline, where financial education leads naturally into managed advisory relationships. The firm's investment approach centers on traditional portfolio construction alongside real-asset exposure. WealthBuilders manages equity and fixed-income portfolios while also emphasizing direct real estate investment — a logical extension of its educational content, which heavily promotes property acquisition strategies. Client accounts are structured as separately managed portfolios not pooled funds, with financial planning and insurance services layered on top of the core asset management. The firm's public communications reference serving retirement accounts, trust structures, and business entities, suggesting a multi-generational wealth planning posture. The firm operates without disclosed AUM or team size. Its Colorado Springs headquarters serves a national client base through remote advisory technology and periodic in-person events. WealthBuilders shares branding and leadership with the broader WealthBuilders media and education enterprise, which publishes books and hosts conferences focused on financial independence through real estate and small business ownership. This integration of content, community, and investment management mirrors models used by larger financial-media-to-RIA converters, though at a smaller scale. Structurally, the firm's differentiator is the education-to-advisory funnel itself. Most RIAs acquire clients through referrals or custodial platforms; WealthBuilders builds trust through seminars, books, and coaching before the investment relationship begins. This creates an advisory book likely concentrated among clients who share specific asset-class convictions — particularly around income-producing real estate — which in turn shapes portfolio construction and due-diligence priorities inside the firm.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Colorado Springs, CO, United States
Sector focus
Frequently asked questions
How does WealthBuilders Investments relate to the broader WealthBuilders education business?
WealthBuilders Investments operates as the registered investment advisory arm within the WealthBuilders ecosystem, which includes book publishing, seminars, coaching programs, and conferences on real estate investing and entrepreneurship. The advisory firm shares branding and likely leadership with the educational enterprise, and the educational content acts as a client-acquisition channel — participants in WealthBuilders programs become prospective advisory clients. This structure is similar to media-to-RIA conversion models used by other financial-content companies.
What does WealthBuilders Investments actually invest in for clients?
Based on the firm's public positioning, WealthBuilders constructs separately managed portfolios across traditional asset classes — equities and fixed-income — while emphasizing direct real estate investment strategies. The real estate focus aligns with the broader WealthBuilders educational platform, which teaches property acquisition and income-generation techniques. The firm also provides insurance and retirement planning services, suggesting a holistic balance-sheet approach rather than pure securities management.
Who runs investment decisions at WealthBuilders Investments?
Specific investment committee or CIO names are not publicly disclosed. The firm's association with the WealthBuilders educational brand suggests leadership overlap with the broader organization — which is publicly represented by speakers and authors within that network — but without formal named principal disclosures, the day-to-day investment management structure remains unclear to outside observers.
Does WealthBuilders Investments serve institutional investors or only individuals?
The firm's public materials describe serving individuals, high-net-worth individuals, trusts, estates, businesses, and charitable organizations. There is no evidence of an institutional separate-accounts business for pensions, endowments, or sovereign allocators. The client base appears to be retail-wealth and small-entity focused, consistent with a Colorado Springs-based RIA operating through an education-first funnel.
Is WealthBuilders Investments' AUM publicly reported?
No. The firm has not publicly disclosed assets under management, and no third-party publication has independently reported an AUM figure. As a private RIA potentially operating below the SEC's Form ADV public-filing threshold or filing without broad distribution, its scale remains unknown.
Profile maintained by Altss 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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