Sharper Image Financial Services
6yrs
6 years in the industry
Genera Wealth
Location not listed. Legal name: Genera Wealth LLC
About the firm
A registered investment advisory firm, with about 2 offices. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; Other fees
Typical client size ?Not stated
Assets under management ?$0
Individual clientsNot stated
Median years of experience–
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Genera Wealth
These advisors list Genera Wealth as a current employer in their career history. Their main registration is with another firm, shown on each card.
2Advisors
–Median years of experience
1States with offices
2Offices
Also known as
Genera Wealth LLC
About Genera Wealth
How do I contact Genera Wealth?
Call the main office at (970) 907-3200. The main office is at , .
How is Genera Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Genera Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Genera Wealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.