Wealthbuilders Investments
Wealthbuilders Investments is an SEC-registered mass-market adviser in Greenwood Village, CO with $172.6M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Wealthbuilders Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173306, SEC 801-127787, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $172.6M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood Village, CO
- Employees
- 8
- Clients
- 271
- CRD
- 173306
- Ownership
- CK VENTURE HOLDINGS, LLC; FRANTZEN, CHAD, RYAN; WEALTHBUILDERS HOLDINGS INC; Epperhart, Billy
How much AUM does Wealthbuilders Investments have?
Wealthbuilders Investments reported $172.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wealthbuilders Investments?
Disclosed owners and executives of Wealthbuilders Investments include CK VENTURE HOLDINGS, LLC, FRANTZEN, CHAD, RYAN, WEALTHBUILDERS HOLDINGS INC, Epperhart, Billy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.