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| Happy Holidays!! thanks for using AUM13F!! |
| MB Generational Wealth LLC
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| CRD # | 327967 |
| SEC # | 801-128683 |
| CIK # | 0002009056 |
| AUM | $333.8 M (2025-06-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 509-703-5715 |
| Address | 111 S Post Street Spokane, WA 99201-6021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 14.5 |
| (b) Individuals (high net worth individuals) | 68 | 314.0 |
| (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 | 3.8 |
| (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 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 333.8 |
| By Discretionary | ||
| Discretionary | 362 | 245.5 |
| Non-Discretionary | 30 | 88.3 |
| Total | 392 | 333.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.8 | |
| Total | 392 | 333.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009056] |
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|---|---|---|
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.3 |
|
Family Wealth Advisory Group LLC
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|
OH | 0.3 |
|
Novak & Powell Financial Services Inc
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FL | 0.3 |
|
BOCA Wealth Advisors LLC
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FL | 0.3 |
|
REYL Overseas Ltd
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|
0.3 | |
|
Sonata Capital Group Inc
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|
WA | 0.3 |
|
Dover Advisors LLC
✚
|
0.3 | |
|
Kenney Investments Inc
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|
IL | 0.3 |
|
T Anton Investment House Inc
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|
WI | 0.3 |
|
Olde Wealth Management LLC
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|
0.3 |