CAREGEN WEALTH MANAGEMENT

Overview

Caregen Wealth Management is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients, offering comprehensive financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting other advisers on behalf of clients and running educational seminars or workshops. Caregen charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator but does not position as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices