WEALTHGEN ADVISORS, LLC

CRD 306196File 801-135441

APPROVED

Retail clients

Custody

Filing as of Jul 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.6M

Bottom 25% of cohort (national)

Discretionary AUM

$136.2M

Non-discretionary $10.4M

Clients

106

621 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 4, 2026
Principal office: 650 CENTRAL AVE., SUITE 1, SARASOTA, FL, 34236
Phone: (941) 706-4151
Website: https://www.linkedin.com/company/wealthgen-advisors/about/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.6M
Discretionary AUM: $136.2M
Non-discretionary AUM: $10.4M
Discretionary accounts: 398
Non-discretionary accounts: 223
Total accounts: 621
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$3.0M
High net worth individuals	29	$100.6M
Pooled investment vehicles	2	$2.6M
Pension and profit sharing plans	3	$9.7M
Individuals (other than high net worth individuals)	66	$30.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.