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MB GEN WEALTH
MB GENERATIONAL WEALTH, LLC
CRD 327967 · SEC 801-128683
111 S. POST STREET, SUITE 2250, SPOKANE, WA, 99201-6021, United States
Phone
509-703-5715
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.4M
Discretionary AUM
$278.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $12.3M |
| High net worth individuals | 72 | $385.1M |
| Charitable organizations | 2 | $5.2M |
| Corporations/business entities | 1 | $1.8M |
States served
ID, LA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD