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ASSETBUILDER, INC.

ALLEN, TX · CRD 142665 · IAPD ↗ · 972-535-4040

$812.7MRegulatory AUM
7Advisory reps
12Employees
0Clients
11-25Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — ASSETBUILDER, INC. moved its main office from PLANO, TX to ALLEN, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2026 — ASSETBUILDER, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2025 — ASSETBUILDER, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
December 2024 — ASSETBUILDER, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
47
February 2024 — ASSETBUILDER, INC. notice-filed in MS, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.