RIA Intel›Advisers›Massachusetts›GENEROUS WEALTH MANAGEMENT LLC

GENEROUS WEALTH MANAGEMENT LLC

Advisory

MA

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in MA

#1,124

of 1,590 advisers by AUM

Average account

$181K

across 307 accounts

AUM per adviser

$14M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients72

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, FL, MA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

72 clients

52 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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