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Generational Private Wealth

Generational Private Wealth. CRD 324954

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CRD: 324954

Generational Private Wealth

$271.9M Total AUM
$271.9M Disc. AUM
-- 3Y CAGR
3 Employees
41 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Established Date
04-03-2023
Office Locations
3

Office Locations

-- Ashburn VA
-- SAN Juan PR
-- Washington DC

About Generational Private Wealth

Generational Private Wealth is a multi-family office serving families with generational wealth, providing integrated wealth management including financial, tax and estate planning, insurance, and business succession guidance. The firm emphasizes portfolio construction and asset allocation using public funds and ETFs, and supports clients with an Orion-powered client portal—useful for streamlined reporting and service delivery.

Reported data analysis

What the numbers show

Between November 7, 2025 and April 29, 2026, reported AUM increased 87.6%, from $145.0M to $271.9M.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 3 advisory representatives and 41 clients, or 13.7 clients per representative. That equates to $6.6M in reported AUM per client.

The profile lists 3 reported office locations and 3 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

44 AVG AGE
$90.6M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

R

RYON PATRICK BEYER

Chief Compliance Officer, Managing Member, President

CRD
#4324382
Ownership
75% or more

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Contacts

F

FREDERICK WESLEY HUBACH

--

CRD
#5975790
TRAVIS NICOLE JOHNSON

TRAVIS NICOLE JOHNSON

Investment Advisor

CRD
#2453549

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-07-2025
04-29-2026
Category Assets AVG. Account size
Discretionary $271,868,697 $1,252,851
Non-Discretionary $0 --
Total $271,868,697 $1,252,851

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Separately Managed Accounts

SMA allocation detail is available

Generational Private Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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