Wealth Builder Funds LLC

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Assets, Funds, Holdings

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Wealth Builder Funds LLC
CRD #328782
SEC #801-129063
CIK #0002055681
AUM
Employees 3 (67% Investors, 0% Brokers)
Phone847-639-7830
Address117 West Main St
Cary, IL 60013
Source [IAPD] [EDGAR]
Total AUM ($M)
16012896643202010201520212027
CIK Period
0002055681
Sector Form 13F Holdings Value ($M)
Chevron Corp 16.0
Verizon Communications Inc 14.4
Philip Morris International Inc 14.1
MPLX LP 13.2
British American Tobacco PLC 13.1
FPL Group Inc 11.8
Johnson & Johnson 10.8
United Parcel Service Inc 9.8
CME Group Inc 9.8
Valero Energy Corp/Tx 8.9
Hershey Co 8.9
Dominion Resources Inc /VA/ 8.7
American Electric Power Co Inc 8.3
Enbridge Inc 7.4
AbbVie Inc 7.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-NT [0002055681]
Firm Profile (Form ADV)
ServesInstitutional
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