RIA Intel›Advisers›Washington›GENSPHERE PRIVATE WEALTH, LLC

GENSPHERE PRIVATE WEALTH, LLC

Advisory

WA

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in WA

#504

of 505 advisers by AUM

Average account

$1M

across 35 accounts

AUM per adviser

$17M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

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

6 clients

3 high-net-worth

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

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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$50M

CROSSWATER INVESTMENT ADVISORS, INC.

$51M

POLARIS ASSET MANAGEMENT LLC

$51M

TOEPEL INVESTMENT COUNSEL, INC.

$51M

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