|
⚲
|
| Gen-Wealth Partners Inc
✚
|
|
|---|---|
| CRD # | 281330 |
| SEC # | 801-118828 |
| CIK # | 0002023375 |
| AUM | $299.7 M (2025-04-14) |
| Employees | 112 (7% Investors, 1% Brokers) |
| Phone | 616-931-1270 |
| Address | 244 East Main Avenue Zeeland, MI 49464 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 3.3 | ||
| Microsoft Corp | 3.2 | ||
| Procter & Gamble Co | 2.8 | ||
| International Business Machines Corp | 2.7 | ||
| Caterpillar Inc | 2.6 | ||
| Amgen Inc | 2.4 | ||
| Johnson & Johnson | 2.2 | ||
| Amazon Com Inc | 2.2 | ||
| McDonalds Corp | 2.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 496 | 128.4 |
| (b) Individuals (high net worth individuals) | 70 | 171.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,751 | 299.7 |
| By Discretionary | ||
| Discretionary | 1,751 | 299.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,751 | 299.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 299.4 | |
| Total | 1,751 | 299.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023375] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |
|
Croak Asset Management LLC
✚
|
OH | 0.3 |
|
Willow Grove Advisors LLC
✚
|
CA | 0.3 |
|
Eltekon Advisors LLC
✚
|
TX | 0.3 |
|
Premia Global Advisors LLC
✚
|
FL | 0.3 |
|
M Group Investment Advisor LLC
✚
|
0.3 | |
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 0.3 |
|
Dovetail Wealth Management LLC
✚
|
TX | 0.3 |
|
Taylor Frigon Capital Management LLC
✚
|
AZ | 0.3 |