CRD: 138413
Wealth Builders Financial Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2006
- Office Locations
- 1
Office Locations
About Wealth Builders Financial Group LLC
WealthBuilders Financial Group LLC is a Westminster, MD advisory firm focused on individuals and families, providing financial planning, investment/retirement and estate planning, wealth preservation, and insurance guidance. The firm supports clients with ongoing education through newsletters, calculators, and research reports, and provides access to market performance data. Custody is with Charles Schwab; portfolios commonly use ETFs and mutual funds.
Team overview
Insights
Investment Vehicles
Services
Owner & Executives
GREGORY MELVIN RHINES
Chief Compliance Officer, Managing Member
- CRD
- #4275593
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,287,661 | -- |
| Non-Discretionary | $490,331 | -- |
| Total | $46,777,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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