WEALTH BUILDER FUNDS, LLC
Legal name: WEALTH BUILDER FUNDS LLC
CRD #328782 SEC #801-129063 CARY, IL 847-639-7830
SEC Registered
Total AUM
$154.4M
Discretionary
$154.4M
Employees
4
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATKINS, BRIAN, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | MANAGING PARTNER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | MANAGING PARTNER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | MANAGING PARTNER | NA | Control |
| ATKINS, BRIAN, WILLIAM | I | MANAGING PARTNER | NA | Control |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| Smith, Stephen, Richard | I | MANAGING PARTNER | NA | |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| SWP HOLDINGS LLC | DE | MEMBER | E | Control |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | C | |
| Clements, Michael, David | I | CHIEF TECHNOLOGY OFFICER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ATKINS, BRIAN, WILLIAM | I | SWP HOLDINGS LLC | D | Control |
| ATKINS, BRIAN, WILLIAM | I | SWP HOLDINGS LLC | D | Control |
| Smith, Stephen, Richard | I | SWP HOLDINGS LLC | D | Control |
| Smith, Stephen, Richard | I | SWP HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (1)
IL
Address
117 WEST MAIN STCARY, IL 60013
United States
Phone: 847-639-7830