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Ellen Seitzler

Investment adviser representative at Assetbuilder, Inc.
11 yearsExperience
1 stateRegistered in
$812.7MFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Assetbuilder, Inc.Jun 2025 to now
  2. HotworxFeb 2025 to Jun 2025
  3. StudentAug 2024 to Feb 2025
  4. Lower Colorado River AuthorityMay 2024 to Aug 2024
  5. StudentAug 2023 to May 2024
  6. Lake Austin Spa ResortJul 2023 to Aug 2023
  7. Benedict MccabeMay 2023 to Jul 2023
  8. StudentAug 2022 to May 2023
  9. Southstar BankMay 2022 to Aug 2022
  10. StudentJan 2015 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Assetbuilder, Inc.

$812.7MAssets managed
720Clients
8Advisers
19 yearsIn 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
8201709
Firm CRD
142665
Advisor's SEC record (opens in a new tab)
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