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Genuine Wealth Advisors, LLC

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Client assets under management

$76,493,534

Clients

45

31% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$1,699,856

About

Genuine Wealth Advisors LLC advises individual and high-net-worth clients, offering both discretionary and non-discretionary asset management alongside comprehensive and ad hoc financial planning services. The firm manages roughly $76 million in client assets and operates with a two-advisor team serving about 45 client relationships.

Investment programs are tailored to client goals, time horizons, and risk tolerances, with asset allocation, security selection, and ongoing monitoring documented in each client file; the firm uses both fundamental and technical analysis and may implement long-term holdings, trading, and option-writing as part of client strategies. Accounts are reviewed at least quarterly for adherence to objectives and for opportunities such as rebalancing and tax-loss harvesting.

Distinctive features include a principal with CFP certification and an accounting background and staff who maintain an unrelated outside business, as well as the firm’s use of option strategies that can include uncovered options, which introduce elevated risk relative to many peers. The firm does not vote client proxies, may be deemed to have limited custody because of fee deductions and standing letters of authorization, and discloses receipt of custodial soft-dollar benefits in its Form ADV.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Fixed

Fixed fee for Comprehensive Financial Planning Services between $500 and $2,500

Percentage

$0 - $500,000: 1.05% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $2,500,000: 0.65% annually $2,500,000.01 - $5,000,000: 0.55% annually $5,000,000.01+: 0.35% annually

Project-based

$100 per hour for Adhoc Financial Planning Services

Other

Fee-only: Hourly fee for Adhoc Financial Planning Services at $100 per hour; Fixed fee for Comprehensive Financial Planning Services between $500 and $2,500

Main office location

Genuine Wealth Advisors, LLC

10475 Crosspoint Blvd., Suite 250

Indianapolis IN 46256, United States

Number of offices

1

Most active in

More info

Indiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 317-207-5596

Advisors at this firm

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Jared J

Series 63, Series 66

Indianapolis, IN

Genuine Wealth Advisors, LLC

Jared Johnson is a financial advisor with Genuine Wealth Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Advice and Planning Services, TIAA-Cref Individual & Institutional Services, and Genuine Wealth Management, LLC. Outside of advising, he is also employed as a sales specialist at Cisco Systems. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, using a combination of fundamental and technical analysis, trading strategies, and tax-aware reviews.

Options & derivatives strategies
user avatar

Matthew L

CFP®, Series 63, Series 65

Indianapolis, IN

Genuine Wealth Advisors, LLC

Matthew Landini is a CFP® professional with 14 years of industry experience, currently serving at Genuine Wealth Advisors, LLC in Indianapolis, IN. He has operated as a sole proprietor and managed Genuine Wealth Management, LLC since 2015. Genuine Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $69 million across 54 client relationships. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, options writing, and tax-aware reviews.

Options & derivatives strategies
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