SHAREBUILDER 401K

SHAREBUILDER ADVISORS, LLC

CRD 300537 · SEC 801-115195

Visit website

801 SECOND AVE, SUITE 1400, SEATTLE, WA, 98104, United States

Phone

425-213-9035

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

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Discretionary AUM

—

Team

35 total employees; 4 advisory reps; 5500 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

Services

Pension consultingEducational seminars

Client types

Type	Clients	AUM
Pension/profit sharing plans	5500	—

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.sharebuilderadvisors.com
https://www.sharebuilder401k.com

Official SEC filing: View on IAPD