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, individually owned registered investment adviser that works primarily with individual and family clients. The firm is registered with the SEC (registered in 2020) and functions as a capital allocator, combining discretionary portfolio management with financial planning and the selection of third‑party advisers. Its billing model is multi‑modal and includes percentage‑of‑AUM fees, hourly charges, fixed fees and commissions. Generational Wealth is not identified as an active ESG investor and maintains an industry affiliation with an insurance company.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$246M in ETFs
43%
$106M
19%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $33.9M | 377,626 | 13.77% |
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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