# Wealth Builders Financial Group LLC

> Wealth Builders Financial Group LLC is a state-registered investment advisory firm in Westminster, MD, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 138413
- Filed as: WEALTH BUILDERS FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westminster, MD
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/138413
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-builders-financial-group-llc-westminster-md-138413

## Quick answers

**How is Wealth Builders Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Builders Financial Group LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Builders Financial Group LLC located?**
Wealth Builders Financial Group LLC's principal office is in Westminster, MD, according to its Form ADV.

**Is Wealth Builders Financial Group LLC registered with the SEC or a state?**
Wealth Builders Financial Group LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 138413.

**How much does Wealth Builders Financial Group LLC manage?**
Wealth Builders Financial Group LLC reports $46,777,992 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (99% discretionary).

**What types of clients does Wealth Builders Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (489); high net worth individuals (30); corporations or other businesses not listed above (2).

**Does Wealth Builders Financial Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/138413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,777,992
- Discretionary: $46,287,661
- Non-discretionary: $490,331

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 489 | $18,222,424 |
| High net worth individuals | 30 | $27,187,736 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $1,367,832 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Builders Financial Group LLC (CRD 138413): Form ADV filing data as of October 2026.