# Openhanded Wealth LLC

> Openhanded Wealth LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 330399
- Filed as: OPENHANDED WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330399
- AdvisorCensus page: https://advisorcensus.com/firm/openhanded-wealth-llc-330399

## Quick answers

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

**Is Openhanded Wealth LLC registered with the SEC or a state?**
Openhanded Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330399.

**How much does Openhanded Wealth LLC manage?**
Openhanded Wealth LLC reports $853,645 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**What types of clients does Openhanded Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (4).

**Does Openhanded Wealth 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/330399

## 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: $853,645
- Discretionary: $853,645
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $743,189 |
| High net worth individuals | 4 | $110,456 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- google.com/search
- openhandedwealth.com
- podcasters.spotify.com/pod/show/nicholas-garofalo0
- Facebook @nick.garofalo
- Facebook facebook.com
- Instagram @nickmakescents
- Instagram @openhandedwealth
- LinkedIn @openhanded-wealth
- LinkedIn @nick-garofalo
- Threads @web
- TikTok @nickthenumbersguy
- X @nickmakescents
- YouTube @nickmakescents

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Openhanded Wealth LLC (CRD 330399): Form ADV filing data as of October 2026.