Bldr Wealth Llc
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ADV data as of May 15, 2026
- Regulatory AUM
- $5.6M
- Discretionary
- $5.6M
- Clients
- 15
- Avg AUM / client
- $373K
- Accounts
- 32
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $3.3M | 59.3% |
| High net worth individuals | Fewer than 5 clients | $1.6M | 29.2% |
| Corporations and other businesses | Fewer than 5 clients | $640K | 11.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chelsea Sheahan Harper | Registered representative | Mar 2025 (1y) | ||
| Allan Sheahan | Registered representative | CFP | May 2025 (1y) | |
| Timothy Michael Sheahan | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $5.0M (90% of AUM) May 2026
- Apex Clearing $582K (10% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗