Wealthbuilders Investments

Wealthbuilders Investments (CRD# 173306) is a financial advisory firm headquartered in Englewood, CO. They manage $121,666,733 in 820 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8310 South Valley Highway, Suite 300, Englewood, CO 80112
https://wealthbuilders.net/
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $148,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, TX

Financial Advisors at Wealthbuilders Investments
Showing 1 - 4 of 4 top financial advisors.
1
Chad Frantzen, financial advisor Colorado Springs CO
Chad R. Frantzen
CRD#: 4210741
5160 Golden Hills Court, Colorado Springs, CO 80919

Chad Frantzen (CRD# 4210741) is an Investment Advisor Representative working at Wealthbuilders Investments in Colorado Springs, CO and has over 23 years of experience in the finance industry.

2
Jose Salcedo, financial advisor Englewood CO
Jose Salcedo
CRD#: 2413388
8310 South Valley Highway, Suite 300, Englewood, CO 80112

Jose Salcedo (CRD# 2413388) is an Investment Advisor Representative working at Wealthbuilders Investments in Englewood, CO and has over 29 years of experience in the finance industry.

3
Otis Barnard, financial advisor Greenwood Village CO
Otis C. Barnard
CRD#: 7340096
5600 S. Quebec Street, Set 319b, Greenwood Village, CO 80111

Otis Barnard (CRD# 7340096) is an Investment Advisor Representative working at Wealthbuilders Investments in Greenwood Village, CO and has over 3 years of experience in the finance industry.

4
Joseph Murdock, financial advisor Englewood CO
Joseph Murdock
CRD#: 7876946
8310 South Valley Highway, Suite 300, Englewood, CO 80112

Joseph Murdock (CRD# 7876946) is an Investment Advisor Representative working at Wealthbuilders Investments in Englewood, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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