WealthBuilders Investments

Overview

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 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. WEALTHBUILDERS INVESTMENTS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-07, it reported 8 employees; 843 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses, Portfolio management for pooled investment vehicles, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Commissions, Fixed fees, Hourly charges, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.