Caregen Wealth Management

Overview

Caregen Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage of assets under management plus hourly and fixed‑fee engagements. Caregen identifies itself as a capital allocator rather than a pure broker, and it does not list active ESG investing among its practices.

Assets & Accounts

Public Holdings

Location & Offices