Generouswealth, LLC

RIASEC & State Registered

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$201K

Accounts

549

Employees

Advisory reps

Firm details

Headquarters: Summerville, South Carolina
CRD number: 308263
Registered since: April 1, 2026
Website: www.myinvestingadvisor.com
Custodians: LPL FINANCIAL LLC, BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals65%
HNWI35%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Generouswealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owner-operated and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible across percentage-of-AUM billing, hourly charges, and fixed fees. Generouswealth is not positioned as a capital allocator, does not describe itself as an active ESG investor, and reports its advisory activities as financial planning and discretionary portfolio management.