Wealthbuilders, LLC

Wealthbuilders, LLC (CRD# 286348) is a financial advisory firm headquartered in Encinitas, CA. They manage $28,080,000 in 209 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
111 C Street, Encinitas, CA 92024
https://www.instagram.com/wealthbllc/
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $134,354
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealthbuilders, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric Rodriguez, financial advisor Encinitas CA
Eric A. Rodriguez
CRD#: 4787519
111 C Street, Encinitas, CA 92024

Eric Rodriguez (CRD# 4787519) is an Investment Advisor Representative working at Wealthbuilders, LLC in Encinitas, CA and has over 18 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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