# Genuine Wealth Advisors, LLC

> Genuine Wealth Advisors, LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 313842
- Filed as: GENUINE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313842
- AdvisorCensus page: https://advisorcensus.com/firm/genuine-wealth-advisors-llc-indianapolis-in-313842

## Quick answers

**How is Genuine Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Genuine Wealth Advisors, LLC 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.

**Where is Genuine Wealth Advisors, LLC located?**
Genuine Wealth Advisors, LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Genuine Wealth Advisors, LLC registered with the SEC or a state?**
Genuine Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313842.

**How much does Genuine Wealth Advisors, LLC manage?**
Genuine Wealth Advisors, LLC reports $76,493,534 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (93% discretionary).

**What types of clients does Genuine Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (14).

**Does Genuine Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313842

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $76,493,534
- Discretionary: $70,864,038
- Non-discretionary: $5,629,496

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $21,547,846 |
| High net worth individuals | 14 | $54,945,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genuinewealthadvisors.com
- Facebook @genuinewealthadvisors
- LinkedIn @genuine-wealth-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genuine Wealth Advisors, LLC (CRD 313842): Form ADV filing data as of October 2026.
