W
CRD: 173306
Wealthbuilders Investments
$172.6M Total AUM
$168.5M Disc. AUM
-- 3Y CAGR
8 Employees
271 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2015
- Office Locations
- 3
Office Locations
5600 S. Quebec St. Suite 130b Greenwood Village CO
-- Goleta CA
-- Lakeland FL
About Wealthbuilders Investments
WealthBuilders Investments markets the Investment Mastery Series (digital and USB) and, per public filings, provides financial and investment planning and portfolio construction for clients including entrepreneurs. Investment exposure spans ETFs, mutual funds, and alternative/digital assets, with custody relationships including Charles Schwab and LPL Financial.
Team overview
50 AVG AGE
$28.8M AVG AUM / ADVISOR
$637.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHAD RYAN FRANTZEN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4210741
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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Joshua Magnus
--
- CRD
- #6023697
Available
Available
Available
G
GARY ROBERT REESE
Financial Advisor
- CRD
- #1801500
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,526,931 | $204,771 |
| Non-Discretionary | $4,094,374 | $204,719 |
| Total | $172,621,305 | $204,770 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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