Genery Wealth Management, LLC

Genery Wealth Management, LLC (CRD# 172272) is a financial advisory firm headquartered in Portsmouth, NH. They manage $44,895,418 in 373 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $120,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, ME, NH, VA

Financial Advisors at Genery Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard N. Seery
CRD#: 1153315
312 N. Sandwich Road, Center Sandwich, NH 03227
96
Wealthminder
score

Richard Seery (CRD# 1153315) is an Investment Advisor Representative working at Genery Wealth Management, LLC in Center Sandwich, NH and has over 34 years of experience in the finance industry.

2
Marilyn A. Genery
CRD#: 4414881
147 Middle Street, Portsmouth, NH 03801
93
Wealthminder
score

Marilyn Genery (CRD# 4414881) is an Investment Advisor Representative working at Genery Wealth Management, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.

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