GINERIS WEALTH MANAGEMENT

GINERIS WEALTH MANAGEMENT of DYER, IN is an SEC-registered investment adviser (CRD 295095). Regulatory assets under management: $89.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 295095
• Type: Registered investment adviser
• Location: 2005 HART STREET, DYER, IN, 46311
• Phone: 219-359-4205
• Latest filing: 2026-03-24
• Regulatory AUM: $89.2M
• Non-discretionary AUM: $89.2M
• Clients: 2
• Accounts: 312

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295095 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search