Wealth Builder Funds LLC
Wealth Builder Funds LLC is an SEC-registered ria in Cary, IL with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealth Builder Funds LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328782, SEC 801-129063, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-31)
- Firm type
- Ria
- Location
- Cary, IL
- Employees
- 3
- CRD
- 328782
- Ownership
- CHRISTOPHER, KELLY, MELISSA; Clements, Michael, David; SWP HOLDINGS LLC; ATKINS, BRIAN, WILLIAM; Smith, Stephen, Richard
How much AUM does Wealth Builder Funds LLC have?
Wealth Builder Funds LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wealth Builder Funds LLC?
Disclosed owners and executives of Wealth Builder Funds LLC include CHRISTOPHER, KELLY, MELISSA, Clements, Michael, David, SWP HOLDINGS LLC, ATKINS, BRIAN, WILLIAM, Smith, Stephen, Richard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.