{
  "crd_number": 318091,
  "slug": "generous-wealth-management-318091",
  "primary_business_name": "GENEROUS WEALTH MANAGEMENT",
  "legal_name": "GENEROUS WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-03-16",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 55447223.0,
  "raum_discretionary": 55447223.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 31477615.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 23969608.0,
      "count": 52
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CO",
    "FL",
    "MA",
    "SC"
  ],
  "websites": [
    "https://facebook.com/GenWealthMan",
    "https://genwealthman.com",
    "https://leegenerous.com",
    "https://leemichaelgenerous.com",
    "https://linkedin.com/company/generous-wealth-management",
    "https://sardonigroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318091",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/generous-wealth-management-318091",
  "display_name": "Generous Wealth Management",
  "summary": "Generous Wealth Management is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Generous Wealth Management (CRD 318091): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Generous Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Generous Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Generous Wealth Management registered with the SEC or a state?",
      "a": "Generous Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318091."
    },
    {
      "q": "How much does Generous Wealth Management manage?",
      "a": "Generous Wealth Management reports $55,447,223 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Generous Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Does Generous Wealth Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318091"
    },
    {
      "q": "What changed in Generous Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/generous-wealth-management-318091.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 31477615.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 23969608.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318091",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}