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

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

Genuine Wealth Advisors LLC advises individual and high-net-worth clients, offering both discretionary and non-discretionary asset management alongside comprehensive and ad hoc financial planning services. The firm manages roughly $76 million in client assets and operates with a two-advisor team serving about 45 client relationships. Investment programs are tailored to client goals, time horizons, and risk tolerances, with asset allocation, security selection, and ongoing monitoring documented in each client file; the firm uses both fundamental and technical analysis and may implement long-term holdings, trading, and option-writing as part of client strategies. Accounts are reviewed at least quarterly for adherence to objectives and for opportunities such as rebalancing and tax-loss harvesting. Distinctive features include a principal with CFP certification and an accounting background and staff who maintain an unrelated outside business, as well as the firm’s use of option strategies that can include uncovered options, which introduce elevated risk relative to many peers. The firm does not vote client proxies, may be deemed to have limited custody because of fee deductions and standing letters of authorization, and discloses receipt of custodial soft-dollar benefits in its Form ADV.

To learn more about the advisors currently working at Genuine Wealth Advisors, 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.