GENEROUS WEALTH MANAGEMENT

GENEROUS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 318091). Regulatory assets under management: $55.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 318091
• Type: Registered investment adviser
• Phone: (781)242-5760
• Latest filing: 2026-06-02
• Regulatory AUM: $55.4M
• Discretionary AUM: $55.4M
• Clients: 6
• Accounts: 307

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search