G
$50.5M Total AUM
$50.5M Disc. AUM
-- 3Y CAGR
5 Employees
6 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · UBS · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2026
- Office Locations
- 2
Office Locations
-- GIG Harbor WA
-- Sammamish WA
About Gensphere Private Wealth, LLC
Gensphere Private Wealth, LLC is a GIG Harbor-based RIA with 2 offices. The firm has been operating for 0 years. Managing $50.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
47 AVG AGE
$16.8M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
0.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Ryan James Halleran
Chief Compliance Officer
- CRD
- #5953094
- Ownership
- 50% but less than 75%
Available
Available
Available
Patrick Robert Fletcher
--
- CRD
- #7298595
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,469,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,469,967 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Private Funds:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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