{ "crd_number": 324954, "slug": "generational-private-wealth-leesbrug-va-324954", "primary_business_name": "GENERATIONAL PRIVATE WEALTH", "legal_name": "GENERATIONAL PRIVATE WEALTH LLC", "dbas": [], "city": "Leesbrug", "state": "VA", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-03-19", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-04-29", "carried_forward": false, "raum_total": 271868697.0, "raum_discretionary": 271868697.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 7748985.0, "count": 19 }, "pension_profit_sharing": { "raum": 11233027.0, "count": 2 }, "high_net_worth_individuals": { "raum": 252886685.0, "count": 20 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DC", "MD", "PR", "TX", "VA" ], "websites": [ "https://genprivatewealth.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324954", "city_as_filed": "LEESBRUG", "url": "https://advisorcensus.com/firm/generational-private-wealth-leesbrug-va-324954", "display_name": "Generational Private Wealth", "summary": "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.", "citation": "AdvisorCensus. Generational Private Wealth (CRD 324954): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Generational Private Wealth compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Generational Private Wealth reports these compensation arrangements: a percentage of assets under its management." }, { "q": "What does Generational Private Wealth's brochure say about its fees?", "a": "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." }, { "q": "Where is Generational Private Wealth located?", "a": "Generational Private Wealth's principal office is in Leesbrug, VA, according to its Form ADV." }, { "q": "Is Generational Private Wealth registered with the SEC or a state?", "a": "Generational Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 324954." }, { "q": "How much does Generational Private Wealth manage?", "a": "Generational Private Wealth reports $271,868,697 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary)." }, { "q": "How have Generational Private Wealth's assets and staff changed since 2025?", "a": "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." }, { "q": "What types of clients does Generational Private Wealth serve?", "a": "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)." }, { "q": "Which custodians does Generational Private Wealth use?", "a": "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." }, { "q": "Does Generational Private Wealth report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Generational Private Wealth's recent Form ADV filings?", "a": "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%)." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 144957832.0, "total_employees": 1, "filing_date": "2025-06-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 271868697.0, "total_employees": 3, "filing_date": "2026-04-29" } ], "recent_changes": [ { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "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%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated April 29, 2026", "tiers": [], "flat_rate": null, "stated_range": "0.25% to 1.25% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)" ], "quotes": [ "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." ] } ], "quotes": [ "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." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/generational-private-wealth-leesbrug-va-324954.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 19, "fewer_than_5": false, "raum": 7748985.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 20, "fewer_than_5": false, "raum": 252886685.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 2, "fewer_than_5": false, "raum": 11233027.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324954", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }