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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- Peak beacon
- Established Date
- 01-04-2024
- Office Locations
- 1
Office Locations
About Genuine Wealth Solutions
Genuine Wealth Solutions is a Virginia-based, fee-only financial planning and investment management firm led by CFP professional Shawn Perkins. The firm works with individuals and families—especially those nearing or in retirement—on comprehensive retirement planning, income strategies, tax planning, healthcare/long-term care, estate and insurance planning, and Social Security optimization. Clients can access portfolios through a Schwab client portal.
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Investment Themes
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Owner & Executives
Shawn Martin Perkins
Chief Compliance Officer, FOUNDER
- CRD
- #6653898
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,848,228 | -- |
| Non-Discretionary | $2,124,288 | -- |
| Total | $13,972,516 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,972,516
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,581,629,840 | 69.6% |
| Cash | $690,826,826 | 30.4% |
| Total | $2,272,456,666 | 100.0% |