← Tributary

WEALTHGEN ADVISORS, LLC

SARASOTA, FL · CRD 306196 · IAPD ↗ · (941) 706-4151

$146.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — WEALTHGEN ADVISORS, LLC (SARASOTA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.