Generous Wealth Management

RIASEC Registered

Total AUM

$55.4M

Discretionary

$55.4M

100% of AUM

Avg account

$181K

Accounts

307

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 318091
Website: genwealthman.com
Custodians: ALTRUIST FINANCIAL LLC, AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.77%
HNWI43.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Generous Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and operates as a capital allocator, managing portfolios and selecting third‑party advisers when appropriate. Its core services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and manager selection. Fee arrangements listed include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.