CRD: 111203
DBA Generational Wealth Strategies
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier ridgePrime capital
- Established Date
- 07-08-1997
- Office Locations
- 1
Office Locations
About DBA Generational Wealth Strategies
Family Wealth Leadership (DBA Generational Wealth Strategies) is a multi-family office serving families seeking multi-generational wealth stewardship. The firm helps clients align around shared values and purpose, educates and trains family members in financial/business stewardship, and supports building a family office and philanthropic program so the whole family can participate. It also provides investment management and asset-allocation portfolios largely implemented with ETFs (with Schwab as a custodian).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLIFFORD RICHARD KOLSON
DIRECTOR, President
- CRD
- #2247660
- Ownership
- 50% but less than 75%
KEVIN PATRICK KOLSON
Advisor, DIRECTOR, Secretary, VICE PRESIDENT
- CRD
- #2415841
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,600,000 | -- |
| Non-Discretionary | $0 | $208,333 |
| Total | $51,600,000 | $208,333 |
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Separately Managed Accounts
Total SMA Asset: $51,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $425,858,166 | 37.4% |
| Equity - OTC | $555,665,201 | 48.8% |
| Cash | $157,134,832 | 13.8% |
| Total | $1,138,658,199 | 100.0% |