Wealth-Builders, INC.: new SEC registration, $113M AUM,
Wealth-Builders, INC.: new SEC registration, $113M AUM, . Its amount of 113 is below the median of 134 (28th percentile). Dated 344 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 113 · 28th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Wealth-Builders, INC. |
| Legal name | Wealth-Builders, INC. |
| CRD | 116987 |
| Status | Approved |
| Registered with the SEC | 2025-11-25 |
| Latest Form ADV filing | 2026-03-13 |
| Regulatory AUM | $113,228,117 |
| Accounts | 275 |
| Employees | 1 |
| Website | HTTPS://WWW.LINKEDIN.COM/IN/JOSHYEYNI |
| amount percentile | 28th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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45 / 100 Score
- $113M under management.
- Website on file.
What is the NewRiaPulse record for Wealth-Builders, INC.?
Wealth-Builders, INC. received SEC registration as an investment adviser (2025-11-25) with $113,228,117 in regulatory assets under management, based in .
How does Wealth-Builders, INC. compare to other NewRiaPulse records?
Its amount of 113 is below the median (28th percentile); smaller records often move faster and face less competition. It is 344 days old; check the official source for later updates before acting.
Wealth-Builders, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wealth-Builders, INC. | 113 | 28th | 2025-11-25 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
Related records
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- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.