# Generational Legacies Wealth Management

> Generational Legacies Wealth Management is a state-registered investment advisory firm in Coeur D'Alene, ID, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 327966
- Filed as: GENERATIONAL LEGACIES WEALTH MANAGEMENT
- Legal name: Saeculum LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coeur D'Alene, ID
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327966
- AdvisorCensus page: https://advisorcensus.com/firm/generational-legacies-wealth-management-coeur-d-alene-id-327966

## Quick answers

**How is Generational Legacies Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Generational Legacies Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Generational Legacies Wealth Management located?**
Generational Legacies Wealth Management's principal office is in Coeur D'Alene, ID, according to its Form ADV.

**Is Generational Legacies Wealth Management registered with the SEC or a state?**
Generational Legacies Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327966.

**How much does Generational Legacies Wealth Management manage?**
Generational Legacies Wealth Management reports $50,618,713 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**What types of clients does Generational Legacies Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (9).

**Does Generational Legacies Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327966

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,618,713
- Discretionary: $50,618,713
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,005,739 |
| High net worth individuals | 9 | $36,739,244 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $7,873,730 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genlegacies.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generational Legacies Wealth Management (CRD 327966): Form ADV filing data as of October 2026.