GENUINE WEALTH ADVISORS, LLC

Overview

Genuine Wealth Advisors, LLC operates as an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. Its service mix centers on financial planning and discretionary portfolio management for individuals and small businesses, with fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Investment activity shows a clear tilt toward liquid, exchange-traded equity exposures: equities are the dominant allocation and account for the largest share of client assets. The firm is not positioned as an ESG specialist, does not present itself as a multi-state adviser, and does not operate as a capital allocator or pension consultant. Genuine Wealth Advisors appears to use a mix of managed accounts and pooled products to implement portfolios, favoring exchange-traded solutions for core exposure while reserving other vehicles for specific allocation needs. Custodial relationships and discretionary authority indicate the firm manages most client assets on an ongoing basis, supporting a hands-on, fee-based advisory model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices