MB Gen Wealth
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 327967
- Registered since
- September 7, 2023
- Website
- www.mbgenwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.23%
- Individuals3.05%
- Charitable Organizations1.28%
- Corporations / Businesses0.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
MB Gen Wealth is an independent, SEC‑registered registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2023 and serves individual and family clients as well as select institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it charges fees based on a percentage of assets under management. MB Gen Wealth identifies itself as a non‑ESG investor and is not positioned as a multi‑state adviser or a dedicated capital allocator. It also engages in other financial product sales activities and reports ownership by a combination of a domestic entity and individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds64%
- Exchange Traded Equities27%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
3 of 3
David Martin
Business OwnerCRD 2472822
Andrew Bloom
OwnerCRD 6002395
Cain Martin
Associate Wealth ManagerCRD 7482289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$205M in ETFs
33%
$67M
67%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $22.2M | 178,008 | 10.85% |
Location
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 111 S Post St
- Time zone
- PT (UTC-8)
- Office locations
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