CRD: 313842
Genuine Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2021
- Office Locations
- 1
Office Locations
About Genuine Wealth Advisors, LLC
Genuine Wealth Advisors, LLC is an Indianapolis-based RIA providing client-centric financial planning and investment management, including retirement, estate planning, insurance, and wealth preservation. Portfolios emphasize diversified ETF-based allocation with access to ESG options and fixed income. The firm highlights low, transparent fees and works with major custodians such as Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
MATTHEW CHRISTOPHER LANDINI
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2519547
- Ownership
- 75% or more
STEPHANIE EDWARDS CRAIG
DIRECTOR OF OPERATIONS, Owner
- CRD
- #2814620
- Ownership
- 25% but less than 50%
Timber vertex
Unison value optima
- CRD
- #76065
- Ownership
- 44.2%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,864,038 | -- |
| Non-Discretionary | $5,629,496 | -- |
| Total | $76,493,534 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,493,534
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $247,596,730 | 8.3% |
| Public Funds | $346,038,803 | 11.6% |
| U.S. Government/Agency | $706,993,071 | 23.7% |
| Cash | $718,925,444 | 24.1% |
| Corporate - Investment Grade | $438,514,690 | 14.7% |
| Municipal Bonds | $525,024,390 | 17.6% |
| Total | $2,983,093,128 | 100.0% |