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Wealth Builders Financial Group LLC CRD 138413
$46.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
37 S. Cranberry Road Suite A4, Westminster, MD 21157-6276 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-23 |
Branch Locations
37 S. Cranberry Road Suite A4, Westminster, MD 21157-6276 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Builders, Inc. | Westminster | MD | 09/1992 | Present |
| Wealth Builders Financial Group, Llc | Westminster | MD | 11/2005 | Present |
09-01-1992 TO PRESENT - WEALTH BUILDERS CPA & CONSULTANTS, 37 S. CRANBERRY ROAD, SUITE A-4, WESTMINISTER, MD 21157; TITLE-PRESIDENT; DUTIES-MANAGEMENT; TIME SPENT-90%; COMPENSATED BY SALARY & DIVIDENDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-06 |
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