RIA Intel›Advisers›California›WEALTHBUILDERS, LLC

WEALTHBUILDERS, LLC

Advisory

CARLSBAD, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA

#3,382

of 5,480 advisers by AUM

Average account

$599K

across 90 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

90 clients

32 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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5 TALENTS ADVISORS, INC

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