Sammamish, WA Office

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.