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, SEC-registered registered investment adviser that began SEC registration in 2020 and operates as a corporation owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing along with hourly, fixed-fee, and commission options. The firm describes itself as a capital allocator and places assets with third‑party managers (notably in real estate strategies — see Investments & Alternatives). It is not an active ESG investor and does not identify as a multi‑state adviser. An insurance company affiliation is listed among its industry connections.
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 9
Schyuler 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 206Active vs passive
$239M in ETFs
45%
$108M
18%
$131M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $31.6M | 359,939 | 13.23% |
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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