A complete list of active advisors currently associated with Wealthbuilders Investments
Warmer can help you find a great advisor at Wealthbuilders Investments or one who fits your needs even better.
WealthBuilders Investments is an SEC‑registered advisory firm that manages roughly $172.6 million for about 267 clients through a five‑advisor team. It provides discretionary and non‑discretionary investment management, financial planning and consulting, and acts as sponsor and manager for proprietary private funds, serving individuals, high‑net‑worth clients, trusts, family offices, endowments, businesses and charitable organizations. The firm pursues custom portfolio solutions with a generally long‑term focus, employing fundamental, technical and cyclical analysis and integrating values‑based screening aligned with Biblically Responsible Investing; it also constructs direct‑index equity and fixed‑income models and may engage sub‑advisers and model managers. WealthBuilders conducts ongoing supervision and periodic reviews, offers written and ongoing planning engagements, and occasionally distributes impersonal newsletters and educational seminars. Noteworthy distinctions include its role as an affiliated private fund adviser that charges performance‑based fees and the firm’s disclosure of that affiliation and related conflicts (it states it will exclude private fund values from clients’ AUM for advisory fee calculations as a mitigation). The brochure also discloses that certain advisory personnel are licensed insurance agents who may receive commission compensation and that the firm provides less common services for its peer group such as precious‑metals custody arrangements, pooled vehicle management, periodic newsletters, and seminar programming.
To learn more about the advisors currently working at Wealthbuilders Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Wealthbuilders Investments's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Greenwood Village, CO
| 13
| |
Greenwood Village, CO
| 26
| |
Lakeland, FL
| 38
| |
Goleta, CA
| 32
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")