S Josh Yeyni
Investment adviser representative at Wealth-builders, Inc.
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$113.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Wealth-builders, Inc.Apr 2000 to now
- Josh Yeyni, Cpa, PsMay 1992 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wealth-builders, Inc.
$113.2MAssets managed
87Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2572234
- Firm CRD
- 116987