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CAREGEN WEALTH MANAGEMENT

SAN MATEO, CA · CRD 315313 · IAPD ↗ · caregenwealth.com · 650-288-3060

$109.9MRegulatory AUM
1Advisory reps
2Employees
20Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — CAREGEN WEALTH MANAGEMENT (SAN MATEO, CA) is newly SEC-registered with $109.9M RAUM and 1 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.