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GENEROUSWEALTH, LLC
CRD 308263 · SEC 801-135730
105 S CEDAR STREET, SUITE D, SUMMERVILLE, SC, 29483, United States
Phone
843-376-3544
Fax
843-376-5540
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.4M
Discretionary AUM
$110.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $71.7M |
| High net worth individuals | 38 | $38.6M |
States served
GA, LA, NC, SC, TX
All web addresses on file
- https://www.facebook.com/myinvestingadvisor
- https://www.linkedin.com/company/compass-investment-advisors-llc
- https://moneydove.com/
- https://www.facebook.com/mymoneydove
- https://www.generouswealth.com
- https://www.myinvestingadvisor.com
- https://twitter.com/GenerousWealth
- https://www.linkedin.com/company/generouswealth
- https://www.facebook.com/generouswealth
- https://twitter.com/compassinvest1
Official SEC filing: View on IAPD