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Generational Wealth Advisors

Generational Wealth Advisors. CRD 135145

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CRD: 135145

Generational Wealth Advisors

Richardson, TX, 75080
9723781795
www.generationalwealthadv.com
$568.8M Total AUM
$568.8M Disc. AUM
28.0% 3Y CAGR
60 Employees
239 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Prime atlas
Established Date
06-02-2005
Office Locations
4

Office Locations

3400 N. Central Expy Suite 100 Richardson TX
-- Denver CO
-- Frisco TX

About Generational Wealth Advisors

Generational Wealth Advisors is an award-winning wealth management firm serving business owners and entrepreneurs. The team provides financial and investment planning, portfolio construction and asset allocation, with capabilities spanning tax and estate planning and insurance solutions. They publish detailed quarterly market reviews for clients and partners, and custody relationships include Schwab and Fidelity/NFS.

Team overview

52 AVG AGE
$51.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
6.3 yrs AVG TENURE
60 Employees
11 Advisory Reps
12 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Momentum Frontier vector Peak beacon Delta radial Legacy momentum Value

Client Personas

Radial eagle Bridge

CRM

Bridge Vital vital

Custodian

Catalyst fusion Summit Insight Signal capital Capital Value summit Harbor summit Meridian pathway Ember Crest insight Alpha unison Catalyst element

Investment Themes

Momentum summit Ridge vertex Radial zenith North Fusion harbor

Investment Vehicles

Summit

Platform

Summit harbor

Services

Foundation pathway Quantum Alpha peak Value eagle Beacon radial Capital eagle Zenith Pathway Vector Wave

Technology

Delta oak

Owner & Executives

JEFFREY BRENT EVERETT

JEFFREY BRENT EVERETT

Chief Compliance Officer, Chief Investment Officer, COMPLIANCE OFFICER

CRD
#4443268
Ownership
5% but less than 10%
(284) 475-1908
pioneer.wave@peakcapital.com
in linkedin.com/in/fusion-unison
RYAN L. BINKLEY

RYAN L. BINKLEY

Advisor, Chief Executive Officer

CRD
--
Ownership
Less than 5%
(307) 457-6817
crest.element@oakcapital.com
in linkedin.com/in/peak-vertex
N

North pioneer

Ember value value

CRD
#73581
Ownership
49.1%
(303) 329-5708
alpha.element@vectorcapital.com
in linkedin.com/in/oak-ridge

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Contacts

Gina Petrelli Aldaz

Gina Petrelli Aldaz

Managing Director

CRD
#6569932
(408) 288-2677
unison.wave@frontiercapital.com
in linkedin.com/in/capital-foundation
Norbert L. Butkus

Norbert L. Butkus

Wealth Management Advisor

CRD
#6585808
(280) 333-8458
bridge.horizon@zenithcapital.com
in linkedin.com/in/vertex-eagle
M

Matrix ridge

Capital legacy

CRD
#50593
(582) 537-1176
signal.legacy@zenithcapital.com
in linkedin.com/in/momentum-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2022
06-05-2023
03-22-2024
12-09-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $568,765,356 $944,793
Non-Discretionary $0 --
Total $568,765,356 $944,793

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Separately Managed Accounts

Total SMA Asset: $568,765,356

$568.8M Total SMA
Public Funds:
5.9%
Cash:
12.0%
Equity - Exchange:
24.1%
Private Funds:
7.2%
Corporate - Investment Grade:
23.6%
Equity - OTC:
10.0%
Municipal Bonds:
17.2%
Asset class Assets Assets %
Public Funds $311,892,609 5.9%
Cash $634,357,849 12.0%
Equity - Exchange $1,274,002,014 24.1%
Private Funds $380,614,710 7.2%
Corporate - Investment Grade $1,247,570,437 23.6%
Equity - OTC $528,631,541 10.0%
Municipal Bonds $909,246,251 17.2%
Total $5,286,315,411 100.0%

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