AdvisorCensus / Financial advisors / District of Columbia / Washington / Generational Private Wealth
Generational Private Wealth
Filed as GENERATIONAL PRIVATE WEALTH · Legal name Generational Private Wealth LLC
Generational Private Wealth is an SEC-registered investment advisory firm in Leesbrug, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.
Quick answers
From the filingHow is Generational Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Generational Private Wealth reports these compensation arrangements: a percentage of assets under its management.
What does Generational Private Wealth's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Generational Private Wealth located?
Generational Private Wealth's principal office is in Leesbrug, VA, according to its Form ADV.
Is Generational Private Wealth registered with the SEC or a state?
Generational Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324954.
How much does Generational Private Wealth manage?
Generational Private Wealth reports $271,868,697 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).
How have Generational Private Wealth's assets and staff changed since 2025?
In the Form ADV data for Generational Private Wealth: Regulatory assets under management: $144,957,832 in the October 2025 data and $271,868,697 in the October 2026 data, up 88%. Total employees: 1 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Generational Private Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (19); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Generational Private Wealth use?
Generational Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Generational Private Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324954
What changed in Generational Private Wealth's recent Form ADV filings?
In the February 2026 filing data: Changed its legal name from LAS Marias Consulting LLC to Generational Private Wealth LLC. Employees performing advisory functions went from 1 to 3. Regulatory assets under management went from $144,957,832 to $263,417,349 (+82%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
GPW’s annual wealth management fee shall range between 0.25% and 1.25% of the assets placed under GPW’s management and is based on the balance of the accounts managed and services provided.
As stated in the firm's Form ADV Part 2A brochure dated April 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$271,868,697 as of October 2026, filing dated April 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Generational Private Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $271,868,697 | 3 | April 29, 2026 |
| October 2025 | $144,957,832 | 1 | June 20, 2025 |
Regulatory assets under management: $144,957,832 in the October 2025 data and $271,868,697 in the October 2026 data, up 88%.
Total employees: 1 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Changed its legal name from LAS Marias Consulting LLC to Generational Private Wealth LLC.
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $144,957,832 to $263,417,349 (+82%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Generational Private Wealth (CRD 324954): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/generational-private-wealth-leesbrug-va-324954