RIA Intel›Advisers›Indiana›GENUINE WEALTH ADVISORS, LLC

GENUINE WEALTH ADVISORS, LLC

Advisory

INDIANAPOLIS, IN

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in IN
#237
of 270 advisers by AUM
Average account
$750K
across 102 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$76M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$76M
Discretionary AUM$71M
Non-Discretionary AUM$6M
Discretionary %92.6%
Total Clients45
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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