Wealthgen Advisors, LLC

Overview

Wealthgen Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and serves both high-net-worth individuals and family groups as well as institutional clients. Its advisory offering emphasizes financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also operates an insurance brokerage as part of its business activities. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed fees. The firm identifies as an active ESG investor, which suggests environmental, social, or governance factors are considered in manager and security selection. Wealthgen does not position itself as a capital allocator (it does not act as a fund-of-funds manager), and it reports that it is not a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices