Investment adviser · CRD 173306
WEALTHBUILDERS INVESTMENTS
Investment adviser filing (IA)
AUTHENTIC COUNSEL, LLC
GREENWOOD VILLAGE, CO, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $173M Form ADV · Item 5.F
- Client accounts
- 843 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
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 |
|---|---|---|---|
| High-net-worth individuals | 77 | $111,215,752 | 64.4% |
| Individuals | 190 | $43,151,454 | 25.0% |
| Pooled investment vehicles | 2 | $10,862,830 | 6.3% |
| Charities | Fewer than 5 | $6,411,991 | 3.7% |
| Corporations & businesses | Fewer than 5 | $979,278 | 0.6% |
Filing source
Form ADV 2118193 · Jul 7, 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
2 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.
SOLOMON FUND I, LPPrivate Equity Fund · Last reported Jul 7, 2026$8.01MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY, MAY & CO., LLP
PCAOB 673
UMB FINANCIAL SERVICES, INC.
SEC 8-34999
Fund details & source
- Fund ID
- 805-9419985320
- Reported beneficial owners
- 38
- Minimum commitment
- $100K
- Form D file number
- 021-494081
Form ADV 2118193 · Jul 7, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JS STRATEGIC SPV, LPOther Private Fund · Last reported Jul 7, 2026$2.85MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5587563738
- Reported beneficial owners
- 27
- Minimum commitment
- $50K
- Form D file number
- 021-2077937
Form ADV 2118193 · Jul 7, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions · Performance-based
Principal office
5600 S. QUEBEC ST., SUITE 130BGREENWOOD VILLAGE, CO, 80111, United States
CRD 173306
Filing source
Form ADV 2118193 · Jul 7, 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.