GENERATIONAL WEALTH ADVISORS

RIASEC RegisteredEst. 2007

Total AUM

$569M

Discretionary

$569M

100% of AUM

Avg account

$945K

Accounts

602

Employees

Advisory reps

Firm details

Headquarters: RICHARDSON, Texas
CRD number: 135145
Registered since: March 2, 2007
Website: www.generationalwealthadv.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.52%
Corporations / Businesses18.53%
Individuals6.9%
Pension & Profit Sharing Plans1.6%
Charitable Organizations1.45%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Generational Wealth Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2007. The firm functions as a capital allocator for both individual/family and institutional clients and maintains a mixed fee model that includes a percentage of assets under management, hourly charges, and fixed fees. In addition to advisory work, the firm conducts several broker-related and professional activities: it is associated with broker-dealer registration, real estate brokerage, insurance brokerage, and a law firm presence. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education through seminars and workshops. The firm is not identified as an active ESG investor.