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Owner · Wealthbuilders Investments

Billy Epperhart

CRD 7117745 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthbuilders Investments, an SEC-registered wealth manager based in Greenwood Village, CO with $173 million in regulatory assets, lists Billy Epperhart on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Billy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Chad R. FrantzenManaging Member, Owner and Chief Compliance Officer, Wealthbuilders Investments

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Billy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.