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- Custodian
- Betterment ยท LPL Financial
- Clients
- Retail
- Platforms
- Legacy vital
- Established Date
- 08-25-2020
- Office Locations
- 1
Office Locations
About Generouswealth, LLC
GENEROUSWEALTH, LLC is a South Carolina RIA providing financial and investment planning for individuals and families, with guidance spanning cash flow, debt payoff, savings goals, retirement and estate considerations. The firm builds portfolios primarily with public funds and ETFs, emphasizing asset allocation and risk management and addressing active vs. passive implementation. Retail practice with Betterment and LPL Financial among custodial relationships.
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Owner & Executives
CHRISTOPHER BRYAN MISE
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #5786421
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDWARD CLADE CARLTON
Strategic Account Manager
- CRD
- #2394365
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,365,201 | $201,030 |
| Non-Discretionary | $0 | -- |
| Total | $110,365,201 | $201,030 |
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Separately Managed Accounts
Total SMA Asset: $110,365,201
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $979,305,441 | 20.4% |
| Equity - Exchange | $768,082,699 | 16.0% |
| Cash | $1,353,745,757 | 28.2% |
| Other | $1,699,382,973 | 35.4% |
| Total | $4,800,516,870 | 100.0% |