This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-06-2021
- Office Locations
- 1
Office Locations
About Caregen Wealth Management
CareGen Wealth Management is a boutique RIA founded by former Goldman Sachs PFM VP Carolyn Masline (CFP®, CDFA®, ABFP®). The firm partners primarily with women through life transitions, combining investment management with detailed financial planning and coordination across clients’ other professionals. Portfolios emphasize asset allocation and risk management using public funds, ETFs and fixed income/munis, with custody at Schwab and Goldman Sachs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Caregen Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Caregen Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CAROLYN ANN MASLINE
Chief Compliance Officer, Managing Member, President, Wealth Advisor
- CRD
- #5166131
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,926,074 | $732,840 |
| Non-Discretionary | $0 | -- |
| Total | $109,926,074 | $732,840 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Caregen Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.