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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-2023
- Office Locations
- 3
Office Locations
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
Additional firm insights
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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
RYON PATRICK BEYER
Chief Compliance Officer, Managing Member, President
- CRD
- #4324382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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FREDERICK WESLEY HUBACH
--
- CRD
- #5975790
TRAVIS NICOLE JOHNSON
Investment Advisor
- CRD
- #2453549
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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.