Wealth manager, independent · Zeeland, MI
Generational Wealth, Inc.
SEC-registered investment adviser · CRD 281330 · SEC 801-118828
At a glance
Generational Wealth, Inc. is an SEC-registered investment adviser based in Zeeland, Michigan, with $395 million in regulatory assets under management as of its Form ADV filed April 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 665 individual clients. By Form ADV it is a wealth manager, ranked 3,531st of 8,915 wealth managers and 8,859th of 17,210 SEC-registered advisers by assets.
Main office 616-931-1270gen-wealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $395M
- Rank among wealth managers
- #3,531 of 8,915
- Rank among all SEC RIAs
- #8,859 of 17,210
- Rank in Michigan
- #141 of 305
- Individual clients
- 665
- High-net-worth clients
- 99
- Accounts
- 2,121
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 8
- Offices
- 4
Owners and executives on its Form ADV
- David L. WilsonPresident
- Schyuler J. WilsonOwner
- Laura A wilsonCco/owner
Custody and brokerage
Broker-dealer
Hybrid RIA
Generational Wealth, Inc. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Private Client Services as the broker-dealer its advisers are registered with.
BROKER-DEALER AFFILIATIONS Some of the Advisor’s investment adviser representatives are registered representatives of Private Client Services, LLC, an independent broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 99 | $246M | 62% |
| Individuals | 566 | $149M | 38% |
Disciplinary disclosures
Generational Wealth, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗gen-wealth.com ↗
AtlasMembers
The full record on Generational Wealth, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 6,069 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Generational Wealth, Inc. manage?
Generational Wealth, Inc. reports $395 million in regulatory assets under management across 2,121 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 16, 2026.
What kind of firm is Generational Wealth, Inc.?
Generational Wealth, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Generational Wealth, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($246 million, 99 clients); individuals ($149 million, 566 clients).
Does Generational Wealth, Inc. have any disciplinary history?
Generational Wealth, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Generational Wealth, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →