GenTrust
TL;DR
GenTrust, founded in 2011, provides wealth management, investment management, financial planning, and consulting to individuals, families, and institutions, with $5.2 billion in regulatory AUM.
$5.2 billion
Regulatory AUM
As of ADV filing 2026-03-26
1,527
Accounts / Clients
264 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
40
Team Size
employees, 18 advisory
15 yrs
Years Registered
First registered 2011
About GenTrust
GenTrust, founded in 2011, provides wealth management, investment management, financial planning, and consulting to individuals, families, and institutions, with $5.2 billion in regulatory AUM.
Office: 1450 Brickell Avenue, Suite 3050, Miami, FL.
Best for: Families above $10M who want CFP-led planning with an in-house investment team
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD158369
RegistrationSEC-registered
First registration2011
Regulatory AUM$5.2 billion
ADV filing date2026-03-26
Accounts1,527
Clients264 individual and high-net-worth clients
Employees40
Advisory employees18
Fee modelAdvisory fees; ADV 2A discloses insurance and private placement commissions earned by two supervised persons
Minimum$10,000,000 generally, waivable at its discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CRPC, CFA and CIMA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 158369, as of ADV filing 2026-03-26, pulled October 10, 2026.
Ranked on ProCloser
- Top 6 Wealth Managers in Miami, FL (2026): rank 4 of 6
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