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⚲
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| Wealthgen Advisors LLC
✚
|
|
|---|---|
| CRD # | 306196 |
| SEC # | 801-135441 |
| CIK # | |
| AUM | $146.6 M (2026-03-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 941-706-4151 |
| Address | 650 Central Ave Sarasota, FL 34236 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 30.7 |
| (b) Individuals (high net worth individuals) | 29 | 100.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.6 |
| (g) Pension and profit sharing plans | 3 | 9.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 621 | 146.6 |
| By Discretionary | ||
| Discretionary | 398 | 136.2 |
| Non-Discretionary | 223 | 10.4 |
| Total | 621 | 146.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.6 | |
| Total | 621 | 146.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CLF Asset Management Inc
✚
|
WI | 0.1 |
|
Hobbs Wealth Management LLC
✚
|
IN | 0.1 |
|
Money Managers Inc
✚
|
TX | 0.1 |
|
Larsen Glen Allen
✚
|
UT | 0.1 |
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |
|
Lucien Stirling & Gray Advisory Group Inc
✚
|
TX | 0.1 |
|
Pinnacle Strategic Wealth Management LLC
✚
|
PA | 0.1 |
|
Paramount Associates Wealth Management LLC
✚
|
CO | 0.1 |
|
ULTA Wealth Management LLC
✚
|
NV | 0.1 |
|
Fort Advisors Inc
✚
|
TX | 0.1 |