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| Gen-Wealth Partners Inc
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|---|---|
| CRD # | 281330 |
| SEC # | 801-118828 |
| CIK # | 0002023375 |
| AUM | 394.8 M (2026-04-16) |
| Employees | 9 (89% Investors, 22% Brokers) |
| Phone | 616-931-1270 |
| Address | 244 East Main Avenue Zeeland, MI 49464 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002023375 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca Cola Co | 4.3 | ||
| Wal Mart Stores Inc | 4.0 | ||
| Caterpillar Inc | 4.0 | ||
| Chevron Corp | 3.7 | ||
| Johnson & Johnson | 3.3 | ||
| Procter & Gamble Co | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Apple Inc | 2.7 | ||
| Goldman Sachs Group Inc | 2.6 | ||
| Merck & Co Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 149.0 |
| (b) Individuals (high net worth individuals) | 99 | 245.8 |
| (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 | 2,121 | 394.8 |
| By Discretionary | ||
| Discretionary | 2,121 | 394.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,121 | 394.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.7 | |
| Total | 2,121 | 394.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023375] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mann Financial Services Inc
✚
|
MN | 395.5 M |
|
Kiker Wealth Management LLC
✚
|
GA | 395.1 M |
|
Quarry Hill Advisors LLC
✚
|
MN | 394.8 M |
|
Hunter Lewis LLC
✚
|
VA | 394.6 M |
|
Cargile Investment Management Inc
✚
|
TX | 394.6 M |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 394.4 M |
|
Vawter Financial Ltd
✚
|
OH | 394.4 M |
|
Integrity Investment Advisors LLC
✚
|
394.3 M | |
|
MN Wealth Advisors LLC
✚
|
KS | 394.2 M |
|
AJ Advisors LLC
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|
TN | 393.9 M |