G
CRD: 323975
Generations Wealth Design
Topeka, KS, 66614
7852735580
$52.3M Total AUM
$52.3M Disc. AUM
-- 3Y CAGR
4 Employees
239 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-2023
- Office Locations
- 1
Office Locations
5875 SW 29th Street Topeka KS
About Generations Wealth Design
Generations Wealth Design is a Topeka-based RIA. The firm has been operating for 3 years. Managing $52.3M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$26.2M AVG AUM / ADVISOR
$218.8K AVG AUM / CLIENT
3.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Owner & Executives
VINCENT EDWIN FOSTER
PARTNER, WEALTH ADVISOR
- CRD
- #1650142
- Ownership
- 75% or more
(313) 501-1091
momentum.focus@insightcapital.com
in linkedin.com/in/oak-element
COLE KENNITH FOSTER
Chief Compliance Officer, WEALTH ADVISOR
- CRD
- #6155851
- Ownership
- Less than 5%
(879) 678-6681
ridge.ember@vectorcapital.com
in linkedin.com/in/legacy-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,304,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,304,395 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,304,395
Public Funds:
24.2% Equity - Exchange:
29.0% Cash:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,075,683,357 | 24.2% |
| Equity - Exchange | $1,289,042,040 | 29.0% |
| Cash | $2,080,247,154 | 46.8% |
| Total | $4,444,972,551 | 100.0% |