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WEALTHBUILDERS INVESTMENTS

GREENWOOD VILLAGE, CO · CRD 173306 · IAPD ↗ · thekingdomfinanceshow.buzzsprout.co · 972-719-2557

$172.6MRegulatory AUM
6Advisory reps
8Employees
0Clients
26-50Planning clients
2Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — WEALTHBUILDERS INVESTMENTS reported RAUM up 41% ($122.3M -> $172.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2026 — WEALTHBUILDERS INVESTMENTS moved its main office from ENGLEWOOD, CO to GREENWOOD VILLAGE, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2025 — WEALTHBUILDERS INVESTMENTS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
February 2025 — WEALTHBUILDERS INVESTMENTS notice-filed in CA, FL, LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
September 2024 — WEALTHBUILDERS INVESTMENTS changed its website from investmentmastery.store to wealthbuilders.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — WEALTHBUILDERS INVESTMENTS moved its main office from COLORADO SPRINGS, CO to ENGLEWOOD, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
April 2024 — WEALTHBUILDERS INVESTMENTS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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