WEALTHBUILDERS INVESTMENTS
AUTHENTIC COUNSEL, LLC Legal Name
Adviser information for WEALTHBUILDERS INVESTMENTS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 809 | $120.7M |
| Non-Discretionary | 11 | $943,878 |
| Total | 820 | $121.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 184 | $29.5M |
| HNW Individuals | 75 | $92.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $17,434 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 36.0M |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-127787 |
|---|---|
| SEC ERA File Number | 801-127787 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173306 |
| Legal Entity Identifier | None |
Principal Office
8310 SOUTH VALLEY HIGHWAYSUITE 300
ENGLEWOOD
CO
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 972-719-2557, Fax: 888-915-3130
Websites
investmentmastery.store/
wealthbuilders.net/
www.linkedin.com/company/authentic-counsel-llc/
www.youtube.com/channel/uccpkiootwdzcw0m3lzujocg?view_as=subscriber
www.youtube.com/@wealthbuildersinvestments
thekingdomfinanceshow.buzzsprout.co
open.spotify.com/show/4ohf1m0utnwa6tuqmoqmir?si=778c73d3e74a4e7b
podcasts.apple.com/us/podcast/the-kingdom-finance-show/id1668949891
Chief Compliance Officer
CHAD FRANTZEN
MANAGING MEMBER, OWNER AND CHIEF COMPLIANCE OFFICER
8310 SOUTH VALLEY HIGHWAY
SUITE 300
ENGLEWOOD
CO
United States
Tel:
972-719-2557
Fax:
888-915-3130
C***@*****************T
(Full email address available in API data)
Regulatory Contact
JULIE ROMPEL
DIRECTOR OF OPERATIONS
8310 SOUTH VALLEY HIGHWAY
SUITE 300
ENGLEWOOD
CO
United States
Tel:
972-719-2557
Fax:
888-915-3130
J****@*****************T
(Full email address available in API data)
Industry Affiliates
| SOLOMON FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SOLOMON FUND I, LP | Private Equity Fund | $5.6M | $0.1M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRANTZEN, CHAD, RYAN | Individual | – | MANAGING MEMBER, OWNER AND CHIEF COMPLIANCE OFFICER | 10/2014 | < 5% |
| CK VENTURE HOLDINGS, LLC | Domestic Entity | – | OWNER | 08/2022 | 25-50% |
| WEALTHBUILDERS HOLDINGS INC | Domestic Entity | – | OWNER | 08/2022 | 50-75% |
| FRANTZEN, CHAD, RYAN | Individual | CK VENTURE HOLDINGS, LLC | OWNER | 08/2022 | > 75% |
| Epperhart, Billy | Individual | WEALTHBUILDERS HOLDINGS INC | OWNER | 08/2022 | > 75% |