Community Wealth Builders

Community Wealth Builders (CRD# 311060) is a financial advisory firm headquartered in Tucson, AZ. They manage $675,920 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8110 S Houghton Rd, Ste 158 #531, Tucson, AZ 85747
https://twitter.com/communitywbaz
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $37,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Community Wealth Builders
Showing 1 - 1 of 1 top financial advisors.
1
Marico Tippett, financial advisor Vail AZ
Marico L. Tippett
CRD#: 4821428
Vail, AZ

Marico Tippett (CRD# 4821428) is an Investment Advisor Representative working at Community Wealth Builders in Vail, AZ and has over 19 years 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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