WEALTHGEN ADVISORS, LLC

WEALTHGEN ADVISORS, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 306196). Regulatory assets under management: $146.6M.

Registration

• CRD: 306196
• SEC file number: 801-135441
• Type: Registered investment adviser
• Location: 650 CENTRAL AVE., SUITE 1, SARASOTA, FL, 34236
• Phone: (941) 706-4151
• Latest filing: 2026-07-27
• Regulatory AUM: $146.6M
• Discretionary AUM: $136.2M
• Non-discretionary AUM: $10.4M
• Clients: 2
• Accounts: 621

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search