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Wealth Builder Funds, LLC

● SEC registered since 2023CRD 328782SEC# 801-129063Cary, IL
Export (members)
Reg. AUM
$154.4M
Employees
4
Accounts
1
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 reports $154.4 million in regulatory assets under management and employs 4 people.

Wealth Builder Funds, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian William Atkins ControlManaging PartnerUnder 5%2023
Kelly Melissa ChristopherChief Compliance OfficerUnder 5%2024
Michael David ClementsChief Technology Officer25-50%2023
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Frequently asked questions

How much does Wealth Builder Funds, LLC manage?

Wealth Builder Funds, LLC reports $154.4 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Builder Funds, LLC have?

Wealth Builder Funds, LLC reports 4 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

Address117 West Main St, Cary, IL 60013
Phone847-639-7830
Fax847-639-7831
Office hours9:00 a.m. - 6:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.4M
Non-discretionary$0
Total (RAUM)$154.4M