Wealth Builder Funds, LLC
● SEC registered since 2023CRD 328782SEC# 801-129063Cary, IL
Reg. AUM
—
Employees
3
Accounts
—
Location
Cary, IL
Wealth Builder Funds, LLC assets under management
Wealth Builder Funds, LLC operates as an SEC-registered investment adviser based in Cary, IL. The firm has been registered since 2023. It employs 3 people.
Wealth Builder Funds, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Atkins Control | Managing Partner | Under 5% | 2023 |
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2024 |
| Michael David Clements | Chief Technology Officer | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Wealth Builder Funds, LLC have?
Wealth Builder Funds, LLC reports 3 employees.
Where is Wealth Builder Funds, LLC located?
Wealth Builder Funds, LLC is based in Cary, IL and has been SEC-registered since 2023.
Does Wealth Builder Funds, LLC disclose fund performance?
Wealth Builder Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 117 West Main St, Cary, IL 60013 |
| Phone | 847-639-7830 |
| Fax | 847-639-7831 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers