Wealth-Builders, Inc.

EST. AUM
$103,603,899

CONTACTS
1

CLIENT ACCOUNTS
273

Firm Details

Metro area Seattle
CRD Number 116987
Website wealth-builders.com
Client types

Overview

Wealth-Builders, Inc. is a fee-only advisory firm specialising in wealth management and financial planning — with a particular focus on cross-border complexities faced by Israelis relocating to or living in the United States. The firm is led by Josh Yeyni, CPA, CFP®, who emphasizes not only financial metrics but also clients’ values, emotions, and preferences. Wealth-Builders positions itself as a guide through life transitions, helping clients establish a solid financial foundation while accommodating their long-term goals and present-day needs. It seeks to build long-term relationships rather than offering one-time or transactional advice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealth-Builders, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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