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- Custodian
- BNY Mellon · Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2020
- Office Locations
- 1
Office Locations
About Wealthgen Advisors, LLC
WealthGen Advisors is a fee-only RIA providing comprehensive financial planning and wealth management for high-net-worth individuals and families, including business owners, executives, and entrepreneurs. As fiduciaries, they deliver conflict-free advice (no commissions) and build portfolios that lean heavily on ETFs alongside public funds, with an emphasis on asset allocation and risk management.
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Owner & Executives
KENNETH JOHN HARGREAVES
Chief Executive Officer, Founder, Managing Member, Owner
- CRD
- #5495305
- Ownership
- 75% or more
Richard Allen Rayles III
Chief Compliance Officer
- CRD
- #7820684
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JENNIFER L DOAK
Financial Planning & Client Implementation Specialist
- CRD
- #5454850
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,200,000 | $342,211 |
| Non-Discretionary | $10,400,000 | $46,637 |
| Total | $146,600,000 | $236,071 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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