GenSphere Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GenSphere Private Wealth, LLC provides discretionary and non‑discretionary asset management and standalone or bundled financial planning to individuals — including both non‑high‑net‑worth households and high‑net‑worth clients — as well as business owners, corporate executives, and charitable organizations. Offerings include individual portfolio management, private‑market investment recommendations, and administrative services for private investments such as subscription and capital‑call coordination and K‑1 collection.
The firm tailors strategies to client objectives and risk tolerance using fundamental and momentum analysis and may implement long‑ and short‑term positions, option writing, and other derivative strategies within separately managed accounts. GenSphere documents modular, limited‑scope financial planning engagements and stand‑alone plans under written Statements of Work, with plan delivery timelines and written invoices specified in the brochure.
Distinctive features include the explicit use of borrowing (margin) and derivatives in managed accounts, fixed‑fee arrangements for financial planning and for private‑market administration, and a stated willingness to manage individual portfolios across a range of wealth levels — characteristics the firm notes are less common among its peers. The firm also provides private‑market administration while not serving as a private fund adviser, and discloses operational practices (fee invoicing, direct debit authorization, and proxy practices) that may be material for prospective clients comparing advisory models.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning fees: fixed fees ranging from $5,000 to $20,000 based on project complexity; Private Market Investment Administration fee: fixed annual fee of $2,000 billed quarterly in arrears.
Under $10,000,000 - $10,000,000: 1.0% $10,000,000.01 - $25,000,000: 0.85% $25,000,000.01 - $50,000,000: 0.75% $50,000,000.01 - $100,000,000: 0.65% Over $100,000,000.01+: Negotiable
Account minimum: $1,000,000
Main office
See officeGig Harbor WA
Advisors at this office
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
Patrick F
CFP®, Series 65, Series 63
Gig Harbor, WA
GenSphere Private Wealth, LLC
Patrick Fletcher is a CFP® with five years of industry experience, currently serving as an advisor at GenSphere Private Wealth, LLC. His prior roles include positions at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to individuals, business owners, corporate executives, and charitable organizations. The firm employs both fundamental and momentum analysis and offers portfolio management strategies that include the use of borrowing and derivatives, serving a broad range of wealth levels.
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.
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