Genoa Wealth, LLC
● SEC registered since 2026CRD 341520SEC# 801-136347
Reg. AUM
$376.7M
Employees
2
Accounts
71
Location
—
Genoa Wealth, LLC assets under management
Genoa Wealth, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $376.7 million in regulatory assets under management and employs 2 people.
Genoa Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beatrice A Waesche Control | Chief Compliance Officer/Member | Over 75% | 2026 |
Frequently asked questions
How much does Genoa Wealth, LLC manage?
Genoa Wealth, LLC reports $376.7 million in regulatory assets under management on its Form ADV.
How many employees does Genoa Wealth, LLC have?
Genoa Wealth, LLC reports 2 employees.
Does Genoa Wealth, LLC disclose fund performance?
Genoa Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 985- 869-6070 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$376.7MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$376.7Mregulatory AUM
Discretionary $376.7M