Adviser Profile
| As of Date | 03/21/2025 |
| Registration status | Registration Changed to GENERATIONAL PRIVATE WEALTH LLC |
| Contact Info | 571 xxxxxxx |
| Websites |
| AUM* | 144,957,832 74% |
| of that, discretionary | 144,957,832 74% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,746,480 30% |
| % High Net Worth | 42.11% 35% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds