# CareGen Wealth Management

CareGen Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/caregenwealth

## Regulatory record

- **CRD number:** 315313
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315313

## About

CAREGEN WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages $91 million in assets, $88 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Does CareGen invest alongside external general partners?

The firm's investment posture toward co-investments, fund commitments, or direct deals is not publicly disclosed. Family offices of this profile often maintain relationships with a curated set of external general partners for private-market access, but the extent of CareGen's external manager relationships is unknown.

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Last updated: 2026-07-06T01:24:13.527Z

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