Wealth-Builders, Inc.
● SEC registered since 2025CRD 116987SEC# 801-134760
Reg. AUM
$113.2M
Employees
1
Accounts
275
Location
—
Wealth-Builders, Inc. assets under management
Wealth-Builders, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $113.2 million in regulatory assets under management and employs 1 people.
Wealth-Builders, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| S Josh Yeyni Control | President/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Wealth-Builders, Inc. manage?
Wealth-Builders, Inc. reports $113.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealth-Builders, Inc. have?
Wealth-Builders, Inc. reports 1 employees.
Does Wealth-Builders, Inc. disclose fund performance?
Wealth-Builders, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 206-940-9010 |
| Office hours | 8a.m.- 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.2M▲ 9%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$113.2Mregulatory AUM
Discretionary $113.2M