SEC Form ADV

WEALTHBUILDERS INVESTMENTS

Registered Investment AdviserCO

$172.6M

Assets Under Management

Employees

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Registration Details

Accession: crd-173306
Location: GREENWOOD VILLAGE, CO
Filing Date: July 7, 2026
AUM: $172.6M
Institutional Clients: 2
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable OrganizationsCorporations

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $10.9M in combined gross assets.

SOLOMON FUND I, LPPrivate Equity Fund$8.0M
JS STRATEGIC SPV, LPOther Private Fund$2.8M

About this Adviser

WEALTHBUILDERS INVESTMENTS is a registered investment adviser headquartered in GREENWOOD VILLAGE, CO, managing approximately $172.6M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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