# Generational Private Wealth

> 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.

- CRD: 324954
- Filed as: GENERATIONAL PRIVATE WEALTH
- Legal name: Generational Private Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leesbrug, VA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324954
- AdvisorCensus page: https://advisorcensus.com/firm/generational-private-wealth-leesbrug-va-324954

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $271,868,697
- Discretionary: $271,868,697
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $7,748,985 |
| High net worth individuals | 20 | $252,886,685 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $11,233,027 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, PR, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $144,957,832 | 1 | June 20, 2025 |
| October 2026 | $271,868,697 | 3 | April 29, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generational Private Wealth (CRD 324954): Form ADV filing data as of October 2026.