WEALTHGEN ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$146,600,000
Discretionary
$136,200,000
Non-discretionary
$10,400,000
Firm details
- CRD number
- 306196
- SEC file number
- 801-135441
- Main office
- SARASOTA, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.