Investment adviser · CRD 300537
SHAREBUILDER 401K
Investment adviser filing (IA)
SHAREBUILDER ADVISORS, LLC
SEATTLE, WA, United States · Form ADV filed Jun 8, 2026
- Employees
- 35 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 5,500 | Not reported | Not reported |
Filing source
Form ADV 2106378 · Jun 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 8, 2026. View historical filings
Reported services
Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
801 SECOND AVE, SUITE 1400SEATTLE, WA, 98104, United States
CRD 300537
Filing source
Form ADV 2106378 · Jun 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.