CAREGEN WEALTH MANAGEMENT

CAREGEN WEALTH MANAGEMENT of SAN MATEO, CA is an SEC-registered investment adviser (CRD 315313). Regulatory assets under management: $109.9M.

Registration

• CRD: 315313
• SEC file number: 801-137047
• Type: Registered investment adviser
• Location: 1825 S. GRANT STREET, SAN MATEO, CA, 94402
• Phone: 650-288-3060
• Latest filing: 2026-08-07
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315313 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search