Donald Waesche is a CFP-designated registered investment advisor at Genoa Wealth, LLC, based in New London, CT, with 12 years of industry experience. Donald 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
New London, CT
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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
Creative Planning
December 2021 - January 2024 · 2 yrs 1 mo
Resource Management, LLC
June 2011 - March 2022 · 10 yrs 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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