|
⚲
|
| Generational Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 324954 |
| SEC # | 801-132141 |
| CIK # | 0001897985 |
| AUM | $271.9 M (2026-04-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 571-244-8764 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 7.7 |
| (b) Individuals (high net worth individuals) | 20 | 252.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 11.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 217 | 271.9 |
| By Discretionary | ||
| Discretionary | 217 | 271.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 217 | 271.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.9 | |
| Total | 217 | 271.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001897985] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nolet Wealth Management LLC
✚
|
TX | 0.3 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.3 |
|
Mendel Capital Management LLC
✚
|
AR | 0.3 |
|
46 Peaks LLC
✚
|
PA | 0.3 |
|
Magnolia Private Wealth LLC
✚
|
PA | 0.3 |
|
Bull Street Advisors LLC
✚
|
GA | 0.3 |
|
Fox Financial Inc
✚
|
PA | 0.3 |
|
True Vision MN LLC
✚
|
MN | 0.3 |
|
True Blue Financial LLC
✚
|
MI | 0.3 |
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.3 |