{
  "crd_number": 281330,
  "slug": "generational-wealth-inc-zeeland-mi-281330",
  "primary_business_name": "GENERATIONAL WEALTH, INC.",
  "legal_name": "GENERATIONAL WEALTH, INC.",
  "dbas": [],
  "city": "Zeeland",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-06-01",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-16",
  "carried_forward": false,
  "raum_total": 394770403.0,
  "raum_discretionary": 394770403.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 149016829.0,
      "count": 566
    },
    "high_net_worth_individuals": {
      "raum": 245753574.0,
      "count": 99
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "IL",
    "IN",
    "MI",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/GENERATIONALWEALTHMANAGEMENT",
    "https://gen-wealth.com",
    "https://linkedin.com/IN/DAVIDWILSONGENWEALTH",
    "https://twitter.com/GENWEALTHMNGMT",
    "https://youtube.com/channel/UCzoO4du2F4p5-)Wu7mM55zg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281330",
  "city_as_filed": "ZEELAND",
  "url": "https://advisorcensus.com/firm/generational-wealth-inc-zeeland-mi-281330",
  "display_name": "Generational Wealth, Inc.",
  "summary": "Generational Wealth, Inc. is an SEC-registered investment advisory firm in Zeeland, MI, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.",
  "citation": "AdvisorCensus. Generational Wealth, Inc. (CRD 281330): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "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 Wealth, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Generational Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is Generational Wealth, Inc. located?",
      "a": "Generational Wealth, Inc.'s principal office is in Zeeland, MI, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Generational Wealth, Inc. registered with the SEC or a state?",
      "a": "Generational Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 281330."
    },
    {
      "q": "How much does Generational Wealth, Inc. manage?",
      "a": "Generational Wealth, Inc. reports $394,770,403 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Generational Wealth, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Generational Wealth, Inc.: Regulatory assets under management: $132,938,729 in the October 2021 data and $394,770,403 in the October 2026 data, up 197%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Generational Wealth, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (566); high net worth individuals (99)."
    },
    {
      "q": "Which custodians does Generational Wealth, Inc. use?",
      "a": "Generational Wealth, Inc.'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 Wealth, Inc. 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/281330"
    },
    {
      "q": "Does Generational Wealth, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 16, 2026 says: \"The Advisor requires a minimum of $250,000 in managed accounts per household. This requirement may be waived at the discretion of the Advisor.\""
    },
    {
      "q": "What changed in Generational Wealth, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Changed its legal name from GEN-Wealth Partners, Inc. to Generational Wealth, Inc.."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 132938729.0,
      "total_employees": 6,
      "filing_date": "2021-06-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 187224787.0,
      "total_employees": 7,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 208296056.0,
      "total_employees": 10,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 257762418.0,
      "total_employees": 10,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 299652790.0,
      "total_employees": 112,
      "filing_date": "2025-04-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 394770403.0,
      "total_employees": 9,
      "filing_date": "2026-04-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Changed its legal name from GEN-Wealth Partners, Inc. to Generational Wealth, Inc.."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $299,652,790 to $394,770,403 (+32%).",
        "Added an office in Brownsburg, IN.",
        "Registered or notice-filed in AZ, IL, PA, SC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 8 to 7."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$2,500",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Advisor requires a minimum of $250,000 in managed accounts per household. This requirement may be waived at the discretion of the Advisor."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "Notwithstanding our above fee schedule, the minimum annual fee is $2,500."
        ]
      }
    ],
    "quotes": [
      "The Advisor requires a minimum of $250,000 in managed accounts per household. This requirement may be waived at the discretion of the Advisor.",
      "Notwithstanding our above fee schedule, the minimum annual fee is $2,500."
    ],
    "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-wealth-inc-zeeland-mi-281330.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 566,
      "fewer_than_5": false,
      "raum": 149016829.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 99,
      "fewer_than_5": false,
      "raum": 245753574.0
    }
  ],
  "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/281330",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}