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WEALTHGEN ADVISORS, LLC
CRD 306196 · SEC 801-135441
650 CENTRAL AVE., SUITE 1, SARASOTA, FL, 34236, United States
Phone
(941) 706-4151
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$146.6M
Discretionary AUM
$136.2M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $30.7M |
| High net worth individuals | 29 | $100.6M |
| Pooled investment vehicles | 2 | $2.6M |
| Pension/profit sharing plans | 3 | $9.7M |
| Corporations/business entities | 6 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD