$113.2M Total AUM
$113.2M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2001
- Office Locations
- 1
Office Locations
-- Bellevue WA
About Wealth-Builders, Inc.
Wealth-Builders, Inc. is a fee-only fiduciary RIA in Bellevue, WA providing ongoing wealth management and financial planning for individuals and couples, including high-tech professionals, retirees, and Israelis relocating to or living in the U.S. The firm specializes in cross-border US/Israel planning and collaborates with investment, tax, legal, pension, and insurance specialists in both countries. Custody includes Schwab and Fidelity.
Team overview
-- AVG AGE
$113.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
25.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
S JOSH YEYNI
Chief Compliance Officer, President
- CRD
- #2572234
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,228,117 | $411,739 |
| Non-Discretionary | $0 | -- |
| Total | $113,228,117 | $411,739 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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