GENERATIONAL WEALTH, INC.
Firm details
- Headquarters
- ZEELAND, Michigan
- CRD number
- 281330
- Registered since
- June 1, 2020
- Website
- www.gen-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI62.25%
- Individuals37.75%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Generational Wealth, Inc. is an independent registered investment adviser that became SEC-registered in 2020 and is owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator — allocating client capital to third-party managers as part of its advice — and charges clients through a mix of fee structures including percentage of assets under management, hourly fees, fixed fees, and commissions. The firm does not characterize itself as an active ESG investor.
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities43%
- Cash & Cash Equivalents9%
- State & Local Bonds3%
- Private Funds2%
Contacts
3 of 9SCHYULER WILSON
Financial AdvisorCRD 4746809
David Wilson
Managing ShareholderCRD 2582912
Cynthia Mangmoun
Client Service AssociateCRD 6888913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 214Active vs passive
$509M in ETFs
82%
$418M
7%
$91.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP GROWTH INDEX FUND (VBK) | Vanguard | Passive | Small Growth | $135M | 392,074 | 26.48% |
Location
ZEELAND, MI
OTTAWA
Location
ZEELAND, MI
Headquartered in ZEELAND, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- OTTAWA
- Address
- 244 E Main Ave
- Time zone
- ET (UTC-5)
- Office locations
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