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DBA GENERATIONAL WEALTH STRATEGIES
ADVANTAGE ASSET MANAGEMENT, INC.
CRD 111203 · SEC 801-60216
2 VENTURE, SUITE 460, IRVINE, CA, 92618, United States
Phone
949-468-2000
Fax
949-468-2020
Registration
— (—)
Source
State registered
Total AUM
$51.6M
Discretionary AUM
$51.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $15.0M |
| High net worth individuals | 14 | $27.6M |
| Charitable organizations | 1 | $100K |
| Corporations/business entities | 4 | $8.9M |
All web addresses on file
Official SEC filing: View on IAPD