# Generational Wealth Specialists

> Generational Wealth Specialists is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2026.

- CRD: 329414
- Filed as: GENERATIONAL WEALTH SPECIALISTS
- Legal name: PKR Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329414
- AdvisorCensus page: https://advisorcensus.com/firm/generational-wealth-specialists-329414

## Quick answers

**How is Generational Wealth Specialists compensated?**
On its Form ADV (Item 5.E, October 2026), Generational Wealth Specialists reports these compensation arrangements: hourly charges; other.

**Is Generational Wealth Specialists registered with the SEC or a state?**
Generational Wealth Specialists is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329414.

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

**Does Generational Wealth Specialists report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329414

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | Not reported |
| High net worth individuals | 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @generational-wealth-specialists
- LinkedIn @patrick-robert-cfp®-5260373b3

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generational Wealth Specialists (CRD 329414): Form ADV filing data as of October 2026.