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Director of Planning / CCO · Generational Financial Partners, LLC

Beau J. Welsh

CRD 6976434 · Named on Form ADV at one SEC-registered adviser

At a glance

Generational Financial Partners, LLC, an SEC-registered asset manager based in Atlanta, GA with $0 in regulatory assets, lists Beau J. Welsh on its Form ADV as Director of Planning / CCO, a control person.

Firms and roles

AtlasMembers

Beau’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel P. BurkeManaging Member / Investment Advisor, Generational Financial Partners, LLC
  • Benjamin B. YinManaging Member / Investment Advisor, Generational Financial Partners, LLC
  • Thomas N. PendletonManaging Member / Investment Advisor, Generational Financial Partners, LLC
  • Matthew PiseraManaging Member / Investment Advisor, Generational Financial Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beau’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.