A complete list of active advisors currently associated with Genoa Wealth, LLC

Warmer can help you find a great advisor at Genoa Wealth, LLC or one who fits your needs even better.

Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities, delivering both ongoing portfolio management and standalone planning or consulting engagements. The firm operates on a fee-only basis and documents terms in an Investment Advisory Agreement before beginning services. Genoa’s investment process relies on fundamental analysis and a mix of long- and short-term purchases, with asset allocations tailored to each client’s stated objectives and ongoing monitoring for performance and style drift. Rather than charging a percentage-of-assets-under-management, the firm generally charges a fixed annual advisory fee that is negotiated based on complexity and anticipated time, and it discloses use of third-party custodians (commonly Schwab), private fund due diligence, and governed use of certain AI tools in its investment work. Noteworthy aspects include its recent formation and initial SEC registration combined with a concentrated client footprint — the brochure reports $376.7 million in discretionary AUM while serving a very small number of accounts, indicating a high level of assets per client. The firm also disclaims proxy voting authority (clients retain voting responsibility), does not participate in wrap fee programs, and has documented custody-related practices and cybersecurity and AI policies that it highlights in its disclosure.

To learn more about the advisors currently working at Genoa Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.