$394.8M Total AUM
$394.8M Disc. AUM
-- 3Y CAGR
9 Employees
665 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RidgeCrest +more
- Established Date
- 11-23-2015
- Office Locations
- 2
Office Locations
244 East Main Avenue Zeeland MI
407 N. Green Street Brownsburg IN
About Generational Wealth, Inc.
Generational Wealth Management is a private wealth management RIA focused on retirees, helping clients address retirement income longevity, inflation, taxes, and rising healthcare costs. The firm delivers tailored financial planning and discretionary portfolio management, with an ETF-centric approach complemented by mutual funds and insurance/annuity solutions when appropriate. Based in Zeeland, MI and custodied at Charles Schwab.
Team overview
58 AVG AGE
$49.3M AVG AUM / ADVISOR
$593.6K AVG AUM / CLIENT
6.1 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Focus
Client Personas
Wave pathway Bridge beacon
CRM
Signal
Custodian
Frontier signal
Investment Themes
Signal Peak Value
Investment Vehicles
Eagle bridge
Platform
Oak
Services
Capital Ember radial Catalyst Ridge Quantum momentum
Technology
Harbor crest North Pioneer Pioneer
Owner & Executives
David Lee Wilson
President
- CRD
- #2582912
- Ownership
- 75% or more
(761) 724-4943
timber.vertex@eaglecapital.com
in linkedin.com/in/momentum-prime
L
Laura A wilson
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 5% but less than 10%
(862) 831-7403
focus.oak@vitalcapital.com
in linkedin.com/in/focus-beacon
F
Frontier focus
Optima pioneer
- CRD
- #12990
- Ownership
- 26.3%
(866) 414-4241
delta.peak@crestcapital.com
in linkedin.com/in/foundation-unison
Showing 2 of 3 owners & executives
Unlock allContacts
J
Jennifer Marie Archambault
Compliance Analyst
- CRD
- #5764358
(981) 767-4107
zenith.glacier@beaconcapital.com
in linkedin.com/in/beacon-meridian
J
John Russel Bouws
--
- CRD
- #8159951
(965) 459-5840
vector.optima@glaciercapital.com
in linkedin.com/in/bridge-eagle
B
Bridge eagle
Harbor catalyst
- CRD
- #74404
(673) 859-1120
value.peak@vitalcapital.com
in linkedin.com/in/north-oak
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,770,403 | $186,125 |
| Non-Discretionary | $0 | -- |
| Total | $394,770,403 | $186,125 |
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Separately Managed Accounts
Total SMA Asset: $394,770,403
Public Funds:
18.1% Equity - Exchange:
9.7% Cash:
24.9% Municipal Bonds:
14.7% Private Funds:
7.6% Corporate - Investment Grade:
11.5% U.S. Government/Agency:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,407,251,494 | 18.1% |
| Equity - Exchange | $754,162,403 | 9.7% |
| Cash | $1,935,942,662 | 24.9% |
| Municipal Bonds | $1,142,905,909 | 14.7% |
| Private Funds | $590,890,130 | 7.6% |
| Corporate - Investment Grade | $894,110,065 | 11.5% |
| U.S. Government/Agency | $1,049,607,467 | 13.5% |
| Total | $7,774,870,130 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL MERIDIAN | ELEMENT ELEMENT | RDGRZ9B34 | XKXAP | 2.07% | $38,770,391 |
| BRIDGE FRONTIER RIDGE | QUANTUM UNISON | MQUB4CLXY | ETWZ | 11.48% | $4,015,133 |
| MERIDIAN MATRIX | PRIME CAPITAL | XPUK5IJZ6 | TVDYR | 10.76% | $36,624,206 |
| PRIME CAPITAL | PIONEER TIMBER | EVHQV6IFI | HAGGO | 7.31% | $116,922,488 |
| WAVE FOCUS DELTA | VERTEX PIONEER | LX9H6WL4Z | KQIG | 6.55% | $2,374,256 |
| ATLAS QUANTUM ALPHA | ATLAS VALUE | JJZ7FG10N | OWNAO | 2.04% | $41,303,930 |
| MATRIX ELEMENT | ELEMENT RIDGE | CTSR1IK00 | JDYJZ | 6.68% | $95,037,523 |
| ZENITH INSIGHT FRONTIER | RIDGE CREST | Z7U4ANMVI | KFBAR | 10.66% | $56,719,037 |