RIA Intel›Advisers›Maryland›WEALTH BUILDERS FINANCIAL GROUP LLC

WEALTH BUILDERS FINANCIAL GROUP LLC

Advisory

WESTMINSTER, MD

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in MD

#461

of 468 advisers by AUM

Average account

$90K

across 521 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$46M

Non-Discretionary AUM$490K

Discretionary %99%

Total Clients521

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

521 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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