GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC
SEC file number 801-36720
· SACRAMENTO, CA
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Regulatory AUM
$2.16B
Discretionary AUM
$2.10B
Employees
40
Clients
140
Firm
- Address
- 740 UNIVERSITY AVENUE
SACRAMENTO, CA 95825 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)