$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber crest
- Established Date
- 03-28-2025
- Office Locations
- 2
Office Locations
33 Broad Street 2ND Floor Boston MA
5931 Nieman Road Suite 200 Shawnee KS
About Bldr Wealth LLC
Bldr Wealth LLC is a Shawnee-based RIA with 2 offices. The firm has been operating for 1 years. Managing $5.6M in total assets under management, with 2 advisory representatives. They custody assets with Apex and Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$373.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Asset Classes
Insight Vector Oak
Client Personas
Fusion harbor Timber
Custodian
Glacier Value momentum
Investment Themes
Summit Quantum ember
Investment Vehicles
Radial zenith Matrix Oak wave
Services
Momentum crest Vital Foundation timber Delta Prime Fusion
Technology
Meridian
Owner & Executives
A
ALLAN SHEAHAN
PRINCIPAL
- CRD
- #6082961
- Ownership
- 50% but less than 75%
(938) 769-7578
ember.element@embercapital.com
in linkedin.com/in/fusion-bridge
C
Chelsea Sheahan Harper
PRINCIPAL
- CRD
- #8043114
- Ownership
- 25% but less than 50%
(727) 629-6385
bridge.foundation@glaciercapital.com
in linkedin.com/in/bridge-north
V
Value legacy
Zenith frontier
- CRD
- #90323
- Ownership
- 41.5%
(605) 305-9291
foundation.radial@primecapital.com
in linkedin.com/in/atlas-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,597,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,597,107 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,597,107
Public Funds:
15.6% Equity - Exchange:
18.9% Other:
25.7% Equity - OTC:
27.9% Cash:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $212,379,796 | 15.6% |
| Equity - Exchange | $257,306,291 | 18.9% |
| Other | $349,882,099 | 25.7% |
| Equity - OTC | $379,833,096 | 27.9% |
| Cash | $162,007,665 | 11.9% |
| Total | $1,361,408,947 | 100.0% |