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WEALTHBUILDERS INVESTMENTS

AUTHENTIC COUNSEL, LLC

CRD 173306 · SEC 801-127787

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5600 S. QUEBEC ST., SUITE 130B, GREENWOOD VILLAGE, CO, 80111, United States

Phone

972-719-2557

Fax

888-915-3130

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$172.6M

Discretionary AUM

$168.5M

Team

8 total employees; 6 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals190$43.2M
High net worth individuals77$111.2M
Pooled investment vehicles2$10.9M
Corporations/business entities2$979K

States served

CA, CO, LA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD