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WEALTHBUILDERS INVESTMENTS
Legal name: AUTHENTIC COUNSEL, LLC
CRD 173306File 801-127787
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$172.6M
Bottom 25% of cohort (national)
Discretionary AUM
$168.5M
Non-discretionary $4.1M
Clients
271
843 accounts
Employees
8
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 28, 2023
- Principal office
- 5600 S. QUEBEC ST., SUITE 130B, GREENWOOD VILLAGE, CO, 80111
- Phone
- 972-719-2557
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $172.6M
- Discretionary AUM
- $168.5M
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 823
- Non-discretionary accounts
- 20
- Total accounts
- 843
- AUM per client
- $637K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $979K |
| Charitable organizations | Fewer than 5 | $6.4M |
| High net worth individuals | 77 | $111.2M |
| Pooled investment vehicles | 2 | $10.9M |
| Individuals (other than high net worth individuals) | 190 | $43.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.