GENERATIONAL WEALTH MANAGEMENT
GEN-WEALTH PARTNERS, INC. Legal Name
Adviser information for GENERATIONAL WEALTH MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,495 | $257.8M |
| Non-Discretionary | 0 | $0 |
| Total | 1,495 | $257.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 479 | $128.1M |
| HNW Individuals | 55 | $129.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
Identifiers
| SEC RIA File Number | 801-118828 |
|---|---|
| SEC ERA File Number | 801-118828 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281330 |
| Legal Entity Identifier | None |
Principal Office
244 EAST MAIN AVENUEZEELAND
MI
United States
Monday - Friday, 9:30 - 5:00 M-TH, 9:30 - 4:00 F
Tel: 616-931-1270, Fax: 616-931-1274
Chief Compliance Officer
LAURA WILSON
244 EAST MAIN AVENUE
ZEELAND
MI
United States
Tel:
616-931-1270
Fax:
616-931-1274
L******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILSON, DAVID, LEE | Individual | – | PRESIDENT | 09/2015 | > 75% |
| WILSON, SCHYULER, JAMES | Individual | – | OWNER | 01/2018 | 5-10% |
| wilson, Laura, A | Individual | – | CCO/OWNER | 01/2018 | 5-10% |