CRD: 327966
Generational Legacies Wealth Management
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2023
- Office Locations
- 1
Office Locations
About Generational Legacies Wealth Management
Generational Legacies Wealth Management (Idaho-registered RIA) provides fiduciary financial planning and portfolio management for families focused on multigenerational goals and family enterprises. Its Family Capital Plan aligns the family and other trusted advisors, then builds investment policy, asset allocation and portfolio design using a risk-managed, goal-based, cash-flow-sensitive process. Led by John R. Kamprath, CFP, CEPA, former UBS wealth advisor and retirement plan consultant.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN ROBERT PALMER-KAMPRATH
Chief Compliance Officer, Manager, President
- CRD
- #5521689
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MARIE ELISE PALMER-KAMPRATH
--
- CRD
- #7852025
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,618,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,618,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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