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GENERATIONAL WEALTH, INC.
CRD 281330 · SEC 801-118828
244 EAST MAIN AVENUE, ZEELAND, MI, 49464, United States
Phone
616-931-1270
Fax
616-931-1274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$394.8M
Discretionary AUM
$394.8M
Team
9 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 566 | $149.0M |
| High net worth individuals | 99 | $245.8M |
States served
AZ, IL, IN, MI, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD