About Build AUM
Transforming how wealth managers attract and engage high-net-worth clients through strategic digital growth solutions
Our Mission
To transform how wealth managers attract and convert high-net-worth clients by providing strategic digital growth solutions that deliver measurable results.
We believe every exceptional wealth manager deserves a client acquisition system that matches their expertise. That's why we've developed proven methodologies that help advisors build predictable, scalable growth engines.
Data-Driven Approach
Every strategy backed by analytics
Compliance-First
FINRA and SEC requirements
Total AUM Growth Generated
Wealth Managers Served
Client Success Rate
Average AUM Growth
Our Approach
We don't believe in one-size-fits-all solutions. Every wealth manager has unique strengths, and every market has distinct opportunities.
Precision Targeting
We identify and map your ideal high-net-worth prospects using proprietary data and behavioral insights.
Strategic Content
Contextually relevant content that speaks directly to each prospect type's unique challenges and interests.
Measurable Results
Every strategy is tracked, measured, and optimized for maximum ROI and sustainable AUM growth.
Our Founder
Our team combines deep wealth management industry knowledge with cutting-edge digital marketing expertise to deliver unprecedented results.
Kraig Kleeman
Founder & CEO
Kraig Kleeman is a growth strategist, author, and trusted advisor to top-performing wealth management firms. After scaling his first company from zero to $30 million in four years and exiting at age 33, he developed The Must-React System—a proven methodology for intentional, scalable growth.
Today, Kraig leads Build AUM, helping elite RIAs and multi-family offices win meetings with ideal clients by positioning them as the obvious choice in a crowded marketplace.
Our Values
These principles guide every decision we make and every strategy we develop for our clients.
Client-First Mindset
Your success is our success. We're not satisfied unless you're seeing measurable growth in your AUM and client acquisition.
Integrity & Compliance
Every strategy we develop meets the highest standards of regulatory compliance and ethical marketing practices.
Innovation & Excellence
We continuously evolve our methodologies, staying ahead of industry trends and regulatory changes to deliver cutting-edge solutions.
Why Wealth Managers Choose Build AUM
Industry Expertise
We understand the unique challenges of wealth management marketing, from compliance requirements to high-net-worth client expectations.
Proven Track Record
Our growth engine has created $10B+ in value across 20 exits and counting.
Comprehensive Solutions
From prospect identification to media placement, we provide end-to-end growth solutions that work together seamlessly.
Ongoing Partnership
We don't just deliver strategies and disappear. We provide ongoing optimization and support to ensure sustained growth.
Ready to Transform Your Practice?
Join hundreds of wealth managers who have accelerated their growth with our proven strategies.