Wealth-builders, Inc.

Wealth-builders, Inc. (CRD# 116987) is a financial advisory firm headquartered in Mercer Island, WA. They manage $33,053,284 in 223 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $148,221
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Yeyni
CRD#: 2572234
9725 Se 36th Street #200, Mercer Island, WA 98040
96
Wealthminder
score

S Yeyni (CRD# 2572234) is an Investment Advisor Representative working at Wealth-builders, Inc. in Mercer Island, WA and has over 22 years of experience in the finance industry. S Yeyni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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