GENUINE WEALTH SOLUTIONS

GENUINE WEALTH SOLUTIONS is an SEC-registered investment adviser (CRD 328234). Regulatory assets under management: $14.0M.

Registration

• CRD: 328234
• Type: Registered investment adviser
• Phone: 804-906-8463
• Latest filing: 2026-03-12
• Regulatory AUM: $14.0M
• Discretionary AUM: $11.8M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 74

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328234 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search