Wealthgen Advisors, LLC
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 306196
- Registered since
- March 4, 2026
- Website
- wealthgenadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.62%
- Individuals20.94%
- Pension & Profit Sharing Plans6.62%
- Corporations / Businesses2.05%
- Pooled Investment Vehicles1.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealthgen Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides advisory and planning services to both high-net-worth individuals and institutional clients, and it also operates as an insurance broker. Advisory services named on its filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged across a mix of structures — percentage of AUM, hourly fees, and fixed fees. Wealthgen identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds28%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Richard Rayles
Director of Operations and Chief Compliance OfficerCRD 7820684
Contacts
2 of 2
Jennifer Doak
Financial Planning SpecialistCRD 5454850
Kenneth Hargreaves
Founder & Wealth ManagerCRD 5495305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 650 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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