WEALTHGEN ADVISORS, LLC

Overview

Wealthgen Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Wealthgen combines fee structures that include a percentage of AUM, hourly charges and fixed fees, and also operates an insurance brokerage practice that complements its advisory work. Investment activity is centered on equities: the firm shows a clear preference for exchange-traded equities and uses public-market instruments as the backbone of client portfolios. Wealthgen describes itself as an active ESG investor, incorporating environmental, social and governance considerations into its security selection and manager selection where applicable. It does not operate as a capital allocator running proprietary alternative funds; instead it directs client capital to third-party managers for non-traditional exposures.

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Public Holdings

Investments & Alternatives

Location & Offices