Wealth-builders, Inc.

Wealth-builders, Inc. (CRD# 116987) is a financial advisory firm headquartered in Bellevue, WA. They manage $72,390,787 in 211 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 106th Ave Ne, Unit 2101, Bellevue, WA 98004
https://www.linkedin.com/in/joshyeyni
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $343,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Wealth-builders, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
S Yeyni, financial advisor Mercer Island WA
S J. Yeyni
CRD#: 2572234
9725 Se 36th Street #200, Mercer Island, WA 98040

S Yeyni (CRD# 2572234) is an Investment Advisor Representative working at Wealth-builders, Inc. in Mercer Island, WA and has over 29 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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