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
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts209ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Wealthbuilders, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.