SUMMERVILLE, SCCRD 308263Registration Status: ApprovedEffective since April 1, 2026Latest ADV April 27, 2026
Generouswealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Summerville, SC. Its latest Form ADV filing, dated April 27, 2026, reports $110M in regulatory assets under management, 3 employees, and 549 accounts.
Assets Under Management
$110M
Employees
3
Offices
--
Total Clients
305
Primary office
SUMMERVILLE, SC
105 S CEDAR STREET, SUITE D, SUMMERVILLE, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
267
2
HNWI
12.5%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of April 27, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts549
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee102:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.