Investment adviser · CRD 315313
CAREGEN WEALTH MANAGEMENT
Investment adviser filing (IA)
CAREGEN WEALTH MANAGEMENT LLC
SAN MATEO, CA, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 150 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 29 | $101,098,422 | 92.0% |
| Individuals | 22 | $8,827,652 | 8.0% |
Filing source
Form ADV 2127883 · Aug 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1825 S. GRANT STREET, SUITE 200SAN MATEO, CA, 94402, United States
CRD 315313
Filing source
Form ADV 2127883 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.