DBA GENERATIONAL WEALTH STRATEGIES

Overview

DBA Generational Wealth Strategies is an independent registered investment adviser that focuses on equity-heavy portfolios supplemented by alternative investments and financial planning services. The firm operates as a capital allocator, combining managed public market exposures with allocations to third-party alternative managers. Its client base includes high-net-worth individuals and families as well as institutional clients, and the adviser offers portfolio management, financial planning, selection of other advisers, pension consulting-related services, and educational seminars. Investment activity centers on exchange-traded equities as the primary exposure, while the firm also leverages real estate capabilities both as a brokerage activity and as an investment channel. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing the firm to serve a mix of ongoing advisory relationships and project-based work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices