Brian Atkins is a registered investment advisor at Wealth Builder Funds LLC, based in Cary, IL, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
117 W. Main St., Cary, IL, 60013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the 100% owner and CEO of Atkins & Associates, LLC, which is the general partner of an exempt hedge fund, taking about 10-20% of his time as a trader and in sales. Brian is also a licensed insurance agent and independent insurance producer, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Wealth Builder Funds LLC
Heritage Strategic Wealth, LLC
Significant Wealth Partners LLC
Previous Registrations
Wealth Builder Funds LLC
Kingsview Asset Management, LLC
State Registrations1 state
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