GenSphere Private Wealth, LLC logo

GenSphere Private Wealth, LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

GenSphere Private Wealth, LLC is registered as an investment manager and offers discretionary and non‑discretionary asset management, administrative services for private or alternative investments, and modular financial planning and consulting. The firm’s brochure indicates it generally serves individuals and high‑net‑worth clients and sets a $5,000,000 account minimum, while reporting limited assets under management to date.

The firm describes an investment process that uses fundamental and momentum analysis across equities, fixed income, mutual funds and ETFs, and may employ both long‑ and short‑term positions. GenSphere’s disclosures specifically address option‑writing strategies and the use of derivative instruments and margin/borrowing in managed accounts, and it details the related derivatives and trading‑on‑margin risks.

Notably, GenSphere’s stated willingness to use borrowing and derivatives in separately managed accounts is an uncommon practice among peers and is called out in its risk and strategy discussions. The brochure also emphasizes alternative investment administration — including subscription and capital‑call coordination, K‑1 collection, valuation updates, and coordination with tax and legal advisors — which may be distinctive for a manager that also offers direct account management and modular planning.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Business succession planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and consulting services ranging from $4,000 to $15,000, based on project complexity and estimated hours.

Percentage

$0 - $5,000,000: 1.25% annually $5,000,000.01 - $10,000,000: 1.00% annually $10,000,000.01 - $25,000,000: 0.85% annually $25,000,000.01 - $50,000,000: 0.75% annually $50,000,000.01 - $100,000,000: 0.65% annually $100,000,000.01+: Negotiable

Project-based

Standard hourly rate of $300 per hour used to calculate fixed financial planning fees.

Other

Account minimum: $5,000,000 Fee-only: Fixed annual fee of $2,000 for alternative investment administration, billed quarterly at $500 per quarter.

Main office location

GenSphere Private Wealth, LLC

Gig Harbor WA, United States

Number of offices

2

Most active in

Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas F

CFA®, Series 63

Gig Harbor, WA

GenSphere Private Wealth, LLC

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Patrick F

CFP®, Series 63, Series 65

Gig Harbor, WA

GenSphere Private Wealth, LLC

Patrick Fletcher is a CFP® professional with five years of industry experience. He is currently with GenSphere Private Wealth, LLC and previously worked at D.A. Davidson & Co. and Parcion Private Wealth. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning. The firm serves individuals and high-net-worth clients, employing fundamental and momentum analysis across various asset classes and utilizes option-writing, derivatives, and margin strategies in managed accounts.

Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Business succession planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Ryan H

Series 66

Sammamish, WA

GenSphere Private Wealth, LLC

Ryan Halleran is a financial advisor at GenSphere Private Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at D.A. Davidson & Co., Parcion Private Wealth Management, UBS Financial Services Inc, and Wells Fargo Advisors. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs fundamental and momentum analysis across various asset classes and utilizes option-writing strategies and derivatives in its investment approach.

Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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