# Wealthgen Advisors, LLC: new SEC registration, $147M AUM, Sarasota, FL

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Wealthgen Advisors, LLC |
| Legal name | Wealthgen Advisors, LLC |
| CRD | 306196 |
| Status | Approved |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-08-30 |
| Location | Sarasota, FL, United States |
| Regulatory AUM | $146,600,000 |
| Accounts | 621 |
| Employees | 2 |
| Website | https://www.linkedin.com/company/wealthgen-advisors/about/ |

## Why this score
- $147M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/306196). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.