Wealth Automators

BACKGROUND

Introduce your business and what you do there.

I’m the managing member of Cordillera Holdings LLC, a privately held Wyoming holding company that acquires, owns, and manages real estate. We operate as a passive holding entity.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wealth Automators?

We wanted to explore additional passive assets to add to our portfolio.

SOLUTION

What was the scope of their involvement?

Wealth Automators has built and operated two online stores for us. The engagement has covered everything from the launch through the ongoing operation of the two stores. On the build side, they've handled platform selection and setup, storefront design and branding, product research and supplier sourcing, listing creation, and getting the payment and checkout infrastructure in place.Once the stores were live, Wealth Automators took over the operational side, including inventory and order management, fulfillment coordination, customer service and returns handling, and paid acquisition to drive traffic. They also handle the day-to-day optimization work, including testing creative, adjusting pricing and product mix, and managing the ad spend. Reporting comes to us monthly, so we can see performance without being involved in the mechanics.

What is the team composition?

We work with 2–5 teammates from Wealth Automators.

How did you come to work with Wealth Automators?

We found them through an ad campaign.

How much have you invested with them?

We've spent around $50,000.

What is the status of this engagement?

We started working with them in March 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Wealth Automators has delivered two functioning, revenue-generating stores run end-to-end on our behalf. Our outcome isn't the financial one. We went from a single asset class to a diversified base, with two revenue-generating properties running without our day-to-day involvement.Operationally, both stores were live in six weeks and had their first sales within two weeks of launch. Revenue has reached $9,500 a month by the fourth month at about 2.2x ROAS, and our time commitment has dropped to roughly three hours a month. It's a modest line of income, but it's real — and the diversification and the time back are what made it worth doing.

How did Wealth Automators perform from a project management standpoint?

Wealth Automators' project management is organized and predictable. We have a named point of contact, a milestone schedule agreed upon before the work started, and a standing weekly call with a written recap after each one.

What did you find most impressive about them?

The most impressive thing about Wealth Automators is how little they need from us to keep the project running. Once we've set the brief and the guardrails, they just operate. For a holding company that was explicitly looking for passive assets, that's the whole point, and it's rarer than it should be.

Are there any areas they could improve?

Two things could be improved. First, supplier due diligence could have been tighter early on. The sourcing on one of the stores went through a couple of suppliers that didn't hold up, and we lost a few weeks redoing it. Vettering that more thoroughly before launch would have saved the churn.The second thing is margin reporting. It came through later than it should have, and it should be in the monthly pack from month one rather than something we had to ask for. Neither of these things is a dealbreaker, and both have been corrected once raised.