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CAREGEN WEALTH MANAGEMENT
CAREGEN WEALTH MANAGEMENT LLC
CRD 315313
1825 S. GRANT STREET, SUITE 200, SAN MATEO, CA, 94402, United States
Phone
650-288-3060
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.2M
Discretionary AUM
$88.4M
Team
2 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.2M |
| High net worth individuals | 22 | $83.9M |
All web addresses on file
Official SEC filing: View on IAPD