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Wealth-Builders, Inc.

● SEC registered since 2025CRD 116987SEC# 801-134760
Export (members)
Reg. AUM
$103.6M
Employees
1
Accounts
273
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 $103.6 million in regulatory assets under management and employs 1 people.

Wealth-Builders, Inc. owners & executives

1 reported
NameTitleOwnershipSince
S Josh Yeyni ControlPresident/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Wealth-Builders, Inc. manage?

Wealth-Builders, Inc. reports $103.6 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

Phone206-940-9010
Office hours8a.m.- 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103.6M
Non-discretionary$0
Total (RAUM)$103.6M