Lakeland, FL Office

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.