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SHAREBUILDER 401K

SEATTLE, WA · CRD 300537 · IAPD ↗ · sharebuilder401k.com · 425-213-9035

$0Regulatory AUM
4Advisory reps
35Employees
5500Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
July 2026 — SHAREBUILDER 401K notice-filed in PR.
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.