SourcingSourcing

WEALTH-BUILDERS, INC.

A71
CRD 116987·SEC 801-134760
AUM
$113.2M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$340K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH-BUILDERS, INC.
CRD
116987
SEC file #
801-134760
EIN
272921019
DBA names
—

Economics

AUM
$113.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$103.6M → $113.2M▲ +9%
Client mix
Individuals Other55
Individuals High Net Worth32

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
linkedin.com/in/joshyeyni(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YEYNI, S, JOSH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
YEYNI, S, JOSH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:builders.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
3
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002035215
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001437749-26-015097

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
7629 PURFOY ROADSUITE 105FUQUAY-VARINA, VA 27526
Business
7629 PURFOY ROADSUITE 105FUQUAY-VARINA, VA 27526
Edgar EIN
272921019
Edgar Recent Filings
13F-HR2026-05-06 · 0001437749-26-015097
13F-HR2026-01-29 · 0001437749-26-002391
Firm Has Custody
Yes
Top Owner CRD
2572234
Trust Company Affiliate
No

People (1)

1
YEYNI, S, JOSH
IAR · Direct Owner · 87.5%
2572234