← Back to searchVisit website
GINERIS WEALTH MANAGEMENT
GINERIS WEALTH MANAGEMENT LLC
CRD 295095
2005 HART STREET, DYER, IN, 46311, United States
Phone
219-359-4205
Fax
219-864-4297
Registration
— (—)
Source
State registered
Total AUM
$89.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $39.2M |
| High net worth individuals | 30 | $49.6M |
| Pension/profit sharing plans | 1 | $363K |
All web addresses on file
Official SEC filing: View on IAPD