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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2017
- Office Locations
- 1
Office Locations
About Wealthbuilders, LLC
WealthBuilders, LLC is a Carlsbad, CA RIA led by CFP Eric Rodriguez focused on clients approaching or in retirement. The firm delivers tax-smart wealth planning and evidence-based portfolio management, using academic research to build globally diversified, asset-class portfolios aligned to client values and goals and designed for sustainable retirement income. Custody includes platforms such as Altruist and Betterment.
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Owner & Executives
ERIC ANTHONY RODRIGUEZ
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4787519
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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