Genoa Wealth, LLC

Overview

Genoa Wealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individuals, families and small-business owners, and its client base also includes institutional relationships. Genoa Wealth operates on a fixed-fee model and is not identified as an active ESG investor, a capital allocator, a pension consultant, or a related adviser in its filings. The firm’s regulatory record lists an SEC registration year of 2026. Service delivery emphasizes personalized planning and portfolio oversight rather than manager-of-managers arrangements. Advisory activity on the ADV centers on financial planning services and portfolio management for individuals and small businesses.

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Public Holdings

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Location & Offices