Generous Wealth Management Llc
- Regulatory AUM
- $55.4M
- Discretionary
- $55.4M
- Clients
- 72
- Avg AUM / client
- $770K
- Accounts
- 307
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $31.5M | 56.8% |
| High net worth individuals | 52 | $24.0M | 43.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee Michael Generous | Registered representative | CFP Chartered Financial Consultant | Mar 2022 (4y) | |
| John Whitman Sardoni | Registered representative | Aug 2023 (3y) | ||
| William Patrick Kelly | Registered representative | Feb 2024 (2y) | ||
| Casey Phinney | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $31.6M (57% of AUM) Jun 2026
- Axos Clearing $9.6M (17% of AUM) Jun 2026
- Charles Schwab & Co. $7.3M (13% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗