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| MB Generational Wealth LLC
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| |
|---|---|
| CRD # | 327967 |
| SEC # | 801-128683 |
| CIK # | 0002009056 |
| AUM | $334.7 MM (2024-01-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 509-995-9551 |
| Address | 111 S Post Street Spokane, WA 99201-6021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 0.7 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 14.6 |
| (b) Individuals (high net worth individuals) | 58 | 314.3 |
| (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 | 2 | 4.5 |
| (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 | 1 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 378 | 334.7 |
| By Discretionary | ||
| Discretionary | 350 | 235.4 |
| Non-Discretionary | 28 | 99.3 |
| Total | 378 | 334.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.7 | |
| Total | 378 | 334.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002009056] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.3 |
|
Safeguard Financial LLC
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|
WI | 0.3 |
|
The Pines Wealth Management LLC
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|
NC | 0.3 |
|
Wills Financial Group Inc
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|
VA | 0.3 |
|
Kailix Advisors LLC
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|
FL | 0.3 |
|
Walden Wealth Partners LLC
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|
OH | 0.3 |
|
Curio Wealth LLC
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|
MD | 0.3 |
|
HRC Wealth Management LLC
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|
ID | 0.3 |
|
Aull & Monroe Investment Management Corp
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|
AL | 0.3 |
|
Antman Lester Murray
✚
|
CA | 0.3 |