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GENUINE WEALTH ADVISORS, LLC
CRD 313842
10475 CROSSPOINT BLVD., SUITE 250, INDIANAPOLIS, IN, 46256, United States
Phone
317-207-5596
Fax
317-207-5603
Registration
— (—)
Source
State registered
Total AUM
$76.5M
Discretionary AUM
$70.9M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $21.5M |
| High net worth individuals | 14 | $54.9M |
All web addresses on file
Official SEC filing: View on IAPD