# Wealthbuilders Investments

> Wealthbuilders Investments is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 173306
- Filed as: WEALTHBUILDERS INVESTMENTS
- Legal name: Authentic Counsel, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173306
- AdvisorCensus page: https://advisorcensus.com/firm/wealthbuilders-investments-greenwood-village-co-173306

## Quick answers

**How is Wealthbuilders Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthbuilders Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; performance-based fees.

**Where is Wealthbuilders Investments located?**
Wealthbuilders Investments' principal office is in Greenwood Village, CO, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthbuilders Investments registered with the SEC or a state?**
Wealthbuilders Investments is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 173306.

**How much does Wealthbuilders Investments manage?**
Wealthbuilders Investments reports $172,621,305 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (98% discretionary).

**How have Wealthbuilders Investments' assets and staff changed since 2023?**
In the Form ADV data for Wealthbuilders Investments: Regulatory assets under management: $105,708,742 in the October 2023 data and $172,621,305 in the October 2026 data, up 63%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthbuilders Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (77); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Wealthbuilders Investments use?**
Wealthbuilders Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthbuilders Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173306

**Does Wealthbuilders Investments state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "WealthBuilders Investments requires a minimum account size of $100,000. WealthBuilders Investments reserves the right to waive the minimum account requirements."

**What changed in Wealthbuilders Investments' recent Form ADV filings?**
In the August 2026 filing data: No longer lists an office in Colorado Springs, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> WealthBuilders Investments requires a minimum account size of $100,000. WealthBuilders Investments reserves the right to waive the minimum account requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $172,621,305
- Discretionary: $168,526,931
- Non-discretionary: $4,094,374

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $43,151,454 |
| High net worth individuals | 77 | $111,215,752 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $10,862,830 |
| Charitable organizations | Fewer than 5 | $6,411,991 |
| Corporations or other businesses not listed above | 2 | $979,278 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Goleta, CA

### Websites listed on Form ADV (Item 1.I)
- investmentmastery.store
- open.spotify.com/show/4ohf1M0utnWa6TuqMoqmIr
- podcasts.apple.com/us/podcast/the-kingdom-finance-show/id1668949891
- thekingdomfinanceshow.buzzsprout.co
- wealthbuilders.net
- Facebook facebook.com
- Instagram @chadfrantzen
- LinkedIn @authentic-counsel-llc
- X @cwfrantzen
- YouTube @WealthBuildersInvestments
- YouTube @UCcPkIOoTwDZcw0m3LZuJoCg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $105,708,742 | 6 | March 29, 2023 |
| October 2024 | $121,666,733 | 7 | August 1, 2024 |
| October 2025 | $122,329,256 | 7 | May 27, 2025 |
| October 2026 | $172,621,305 | 8 | July 7, 2026 |

Regulatory assets under management: $105,708,742 in the October 2023 data and $172,621,305 in the October 2026 data, up 63%.
Total employees: 6 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists an office in Colorado Springs, CO.

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $122,329,256 to $172,621,305 (+41%).
- Added an office in Colorado Springs, CO.
- No longer lists an office in Southlake, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthbuilders Investments (CRD 173306): Form ADV filing data as of October 2026.