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GEN-WEALTH PARTNERS, INC.

UUID5576369c-4af7-5b7f-9795-c6ce4fd6a058
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 281330 281330 1.0
sec_file_number 801-118828 801-118828

Profile

WebsiteHTTP://TWITTER.COM/GENWEALTHMNGMT
HQ CityZEELAND
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • GENERATIONAL WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)299,652,790.0
  • RAUM (discretionary)299,652,790.0
  • Actionable assets171,259,010.0
  • Accounts1,751.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM171,259,010.0

As of 2025-04-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.