Beatrice Waesche is a CFP-designated registered investment advisor at Genoa Wealth, LLC, based in Metairie, LA, with 4 years of industry experience. Beatrice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 18 clients with $380M in assets under management.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$376.7M
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Location
3330 Causeway Blvd., Suite 400, Metairie, LA, 70002
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Genoa Wealth, LLC
May 2026 - Present · 5 mos
Previous Registrations
Raymond James & Associates, INC.Broker
July 2023 - June 2024 · 11 mos
Provise Management Group, LLC
July 2020 - August 2021 · 1 yr 1 mo
Resource Management, LLC
October 2018 - July 2020 · 1 yr 9 mos
State Registrations4 states
CTFLLATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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