Caregen Wealth Management

Overview

Caregen Wealth Management is an independent, individual-owned LLC that registers as an SEC adviser (registration noted in 2026). The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, charging clients via a combination of AUM-based fees, hourly fees, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives