Tech stack
No one at Wealthbuilders Investments has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $44M held · filed Dec 2024
LPL Financial
Per Form ADV · $36M held · filed Dec 2024