GENEROUSWEALTH, LLC

RIASEC RegisteredEst. 2026

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$201K

Accounts

549

Employees

Advisory reps

Firm details

Headquarters: SUMMERVILLE, South Carolina
CRD number: 308263
Registered since: April 1, 2026
Website: www.myinvestingadvisor.com
Custodians: LPL FINANCIAL LLC, BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals65%
HNWI35%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Generouswealth, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm serves individual and family clients, plus small business owners, with financial planning and discretionary portfolio management as its core advisory services. Ownership is listed as individual-controlled. Its fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements, indicating flexibility for both ongoing wealth management and project-based advice. The firm does not identify itself as an ESG-focused or multi-state adviser.