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GENEROUSWEALTH, LLC

SUMMERVILLE, SC · CRD 308263 · IAPD ↗ · 843-376-3544

$110.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — GENEROUSWEALTH, LLC (SUMMERVILLE, SC) is newly SEC-registered with $110.4M 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.