Generational Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 324954
- Registered since
- March 19, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.02%
- Pension & Profit Sharing Plans4.13%
- Individuals2.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Generational Private Wealth is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owned by an individual and describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser on the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds46%
- Cash & Cash Equivalents4%
Contacts
3 of 3
Travis Johnson
Director of Advanced PlanningCRD 2453549
Frederick Hubach
Senior Wealth AdvisorCRD 5975790
Ryon Beyer
PresidentCRD 4324382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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