# Generational Wealth, Inc.

> 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.

- CRD: 281330
- Filed as: GENERATIONAL WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zeeland, MI
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281330
- AdvisorCensus page: https://advisorcensus.com/firm/generational-wealth-inc-zeeland-mi-281330

## Quick answers

**How is Generational Wealth, Inc. compensated?**
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.

**Where is Generational Wealth, Inc. located?**
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).

**Is Generational Wealth, Inc. registered with the SEC or a state?**
Generational Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 281330.

**How much does Generational Wealth, Inc. manage?**
Generational Wealth, Inc. reports $394,770,403 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).

**How have Generational Wealth, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Generational Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (566); high net worth individuals (99).

**Which custodians does Generational Wealth, Inc. use?**
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.

**Does Generational Wealth, Inc. 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/281330

**Does Generational Wealth, Inc. state an account minimum?**
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."

**What changed in Generational Wealth, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Changed its legal name from GEN-Wealth Partners, Inc. to Generational Wealth, Inc..

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The Advisor requires a minimum of $250,000 in managed accounts per household. This requirement may be waived at the discretion of the Advisor.

- Minimum annual fee: $2,500

> Notwithstanding our above fee schedule, the minimum annual fee is $2,500.

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: $394,770,403
- Discretionary: $394,770,403
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 566 | $149,016,829 |
| High net worth individuals | 99 | $245,753,574 |

### 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: 2020 (6 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, IN, MI, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Brownsburg, IN
- Goshen, IN
- South Bend, IN

### Websites listed on Form ADV (Item 1.I)
- gen-wealth.com
- Facebook @GENERATIONALWEALTHMANAGEMENT
- LinkedIn @DAVIDWILSONGENWEALTH
- X @GENWEALTHMNGMT
- YouTube @UCzoO4du2F4p5-)Wu7mM55zg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,938,729 | 6 | June 8, 2021 |
| October 2022 | $187,224,787 | 7 | March 25, 2022 |
| October 2023 | $208,296,056 | 10 | August 8, 2023 |
| October 2024 | $257,762,418 | 10 | September 5, 2024 |
| October 2025 | $299,652,790 | 112 | April 14, 2025 |
| October 2026 | $394,770,403 | 9 | April 16, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Changed its legal name from GEN-Wealth Partners, Inc. to Generational Wealth, Inc..

### April 2026
- 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.

### December 2025
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generational Wealth, Inc. (CRD 281330): Form ADV filing data as of October 2026.