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Wealthgen Advisors, LLC

● SEC registered since 2026CRD 306196SEC# 801-135441Sarasota, FL
Export (members)
Reg. AUM
$146.6M
Employees
2
Accounts
621
Location
Sarasota, FL

Wealthgen Advisors, LLC assets under management

Wealthgen Advisors, LLC is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2026. It reports $146.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/wealthgen-advisors/aboutView on SEC.gov ↗

Wealthgen Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kenneth John Hargreaves ControlOwner / Managing MemberOver 75%2019
Richard Allen Rayles ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Wealthgen Advisors, LLC manage?

Wealthgen Advisors, LLC reports $146.6 million in regulatory assets under management on its Form ADV.

How many employees does Wealthgen Advisors, LLC have?

Wealthgen Advisors, LLC reports 2 employees.

Where is Wealthgen Advisors, LLC located?

Wealthgen Advisors, LLC is based in Sarasota, FL and has been SEC-registered since 2026.

Does Wealthgen Advisors, LLC disclose fund performance?

Wealthgen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 Central Ave., Suite 1, Sarasota, FL 34236
Phone(941) 706-4151
Office hours9-5
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.2M
Non-discretionary$10.4M
Total (RAUM)$146.6M