Data / Investment advisers / Colorado / Wealthbuilders Investments
Wealthbuilders Investments, Greenwood Village, CO: $173 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealthbuilders Investments is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $173 million in regulatory assets under management in its Form ADV filed July 7, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 173306
- SEC file number
- 801-127787
- SEC status
- Approved, effective April 28, 2023
- Legal name
- Authentic Counsel, LLC
- Main office
- 5600 S. Quebec St. Suite 130b, Greenwood Village, CO 80111
- Phone
- (972) 719-2557
- Website
- thekingdomfinanceshow.buzzsprout.co
- Regulatory AUM
- $172,621,305 in the Form ADV filed July 7, 2026
- Discretionary AUM
- $168,526,931
- Non discretionary AUM
- $4,094,374
- Accounts
- 843
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions, performance based fees
- Private funds
- 2: 1 private equity fund, 1 other private fund
- Gross assets of private funds
- $10,862,830
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 77 | $111.2 million |
| Individuals (other than high net worth individuals) | 190 | $43.2 million |
| Pooled investment vehicles | 2 | $10.9 million |
| Charitable organizations | Fewer than 5 | $6.4 million |
| Corporations or other businesses | 2 | $979,278 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $172.6 million | March 30, 2026 |
| December 1, 2025 | $122.3 million | May 27, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alpha Capital Family Office, LLC | Greenwood Village | $295.9 million | Not listed | adviserinfo.sec.gov |
| Evergreen Private Wealth | Greenwood Village | $264.7 million | Not listed | adviserinfo.sec.gov |
| Wazee Street Capital Management LLC | Greenwood Village | $203.4 million | 4 | adviserinfo.sec.gov |
| Wisdom Wealth Strategies | Greenwood Village | $190.5 million | Not listed | adviserinfo.sec.gov |
| Downing Street Wealth Management LLC | Greenwood Village | $175.6 million | Not listed | adviserinfo.sec.gov |
| Peak Capital Management, LLC | Greenwood Village | $165.2 million | Not listed | adviserinfo.sec.gov |
| Financially Speaking Inc | Greenwood Village | $164.8 million | Not listed | adviserinfo.sec.gov |
| Asset Management Group Investment Corp. | Greenwood Village | $151.2 million | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Wealthbuilders Investments on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.