# CAREGEN WEALTH MANAGEMENT LLC

CAREGEN WEALTH MANAGEMENT LLC of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315313
- Type: SEC-registered investment adviser
- SEC file number: 801-137047
- Location: 1825 S. GRANT STREET, SUITE 200, SAN MATEO, CA, 94402
- Phone: 650-288-3060
- Latest filing: 2026-07-09
- Regulatory AUM: $109.9M
- Discretionary AUM: $109.9M
- Clients: 2
- Accounts: 150

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Carolyn Ann Masline | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315313/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315313/similar
- Related entities: https://search.stillhousedata.com/firm/315313/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315313

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.