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- Custodian
- Altruist · Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- FocusFusion crest +more
- Established Date
- 03-16-2022
- Office Locations
- 3
Office Locations
About Generous Wealth Management
Generous Wealth Management is an independent Massachusetts-based RIA providing attentive financial planning and portfolio management for entrepreneurs, families, and individuals in the Northeast and beyond. The team supports one-time engagements or ongoing guidance with a boutique, relationship-driven approach and coordinates with clients’ attorneys, tax and insurance professionals. Portfolios primarily use public funds and ETFs; custodians include Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Platform
Services
Technology
Owner & Executives
LEE MICHAEL GENEROUS
Chief Compliance Officer, Founder
- CRD
- #5765351
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM PATRICK KELLY
--
- CRD
- #4773372
Casey Phinney
--
- CRD
- #8224903
Ember pioneer
Glacier harbor zenith
- CRD
- #62780
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,447,223 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,447,223 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,447,223
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $668,261,441 | 8.0% |
| Equity - Exchange | $1,110,984,645 | 13.3% |
| Cash | $1,169,457,522 | 14.0% |
| Corporate - Investment Grade | $1,511,941,510 | 18.1% |
| Private Funds | $1,411,702,294 | 16.9% |
| Derivatives | $1,361,582,686 | 16.3% |
| U.S. Government/Agency | $1,119,337,913 | 13.4% |
| Total | $8,353,268,011 | 100.0% |