Wealthgen Advisors, LLC
● SEC registered since 2026CRD 306196SEC# 801-135441Sarasota, FL
Reg. AUM
$146.6M
Employees
2
Accounts
621
Location
Sarasota, FL
Wealthgen Advisors, LLC assets under management
Wealthgen Advisors, LLC is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2026. It reports $146.6 million in regulatory assets under management and employs 2 people.
Wealthgen Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth John Hargreaves Control | Owner / Managing Member | Over 75% | 2019 |
| Richard Allen Rayles Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Wealthgen Advisors, LLC manage?
Wealthgen Advisors, LLC reports $146.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthgen Advisors, LLC have?
Wealthgen Advisors, LLC reports 2 employees.
Where is Wealthgen Advisors, LLC located?
Wealthgen Advisors, LLC is based in Sarasota, FL and has been SEC-registered since 2026.
Does Wealthgen Advisors, LLC disclose fund performance?
Wealthgen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 650 Central Ave., Suite 1, Sarasota, FL 34236 |
| Phone | (941) 706-4151 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.6MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146.6Mregulatory AUM
Discretionary $136.2MNon-discretionary $10.4M