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MB GENERATIONAL WEALTH, LLC

EST. AUM
$404,425,850

CONTACTS

CLIENT ACCOUNTS
398

Firm Details

Metro area Seattle
CRD Number 327967
Website mbgenwealth.com
Client types

Overview

MB Generational Wealth, LLC, also known as MB Gen Wealth, is an independent, fee-only SEC-registered investment adviser headquartered in Spokane, Washington and established in 2023. The firm describes its business model as a family office and provides investment management, financial planning and consulting services. It serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. Client portfolios are customized using publicly traded investments such as equities, bonds, mutual funds and ETFs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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