# Wealthbuilders, LLC

> Wealthbuilders, LLC is a state-registered investment advisory firm in Carlsbad, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 286348
- Filed as: WEALTHBUILDERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286348
- AdvisorCensus page: https://advisorcensus.com/firm/wealthbuilders-llc-carlsbad-ca-286348

## Quick answers

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

**Where is Wealthbuilders, LLC located?**
Wealthbuilders, LLC's principal office is in Carlsbad, CA, according to its Form ADV.

**Is Wealthbuilders, LLC registered with the SEC or a state?**
Wealthbuilders, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286348.

**How much does Wealthbuilders, LLC manage?**
Wealthbuilders, LLC reports $53,900,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Wealthbuilders, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (32).

**Does Wealthbuilders, 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/286348

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,900,000
- Discretionary: $53,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $14,000,000 |
| High net worth individuals | 32 | $39,400,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthbllc.com
- Facebook @WEALTHBLLC
- Instagram @WEALTHBLLC
- X @WEALTHBLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthbuilders, LLC (CRD 286348): Form ADV filing data as of October 2026.