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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ridge pathway
- Established Date
- 09-07-2023
- Office Locations
- 1
Office Locations
About MB GEN Wealth
MB Generational Wealth (MB Gen Wealth) is an independent, fee-only fiduciary RIA in Spokane, WA (est. 2023) positioning itself as a family-office-style firm. The team provides comprehensive wealth planning plus investment management, financial planning, and consulting, with a client-first, transparent process. Reported focus areas include asset allocation and risk management using public funds/ETFs. Client portal is on Tamarac; reported custodians include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID KOHL MARTIN
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- CRD
- #2472822
- Ownership
- 50% but less than 75%
ANDREW J BLOOM
Chief Compliance Officer, Owner
- CRD
- #6002395
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Cain Kohl Martin
Associate
- CRD
- #7482289
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,394,581 | $782,007 |
| Non-Discretionary | $126,031,269 | $3,000,745 |
| Total | $404,425,850 | $1,016,145 |
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Separately Managed Accounts
Total SMA Asset: $404,425,850
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $300,197,826 | 7.3% |
| Equity - Exchange | $1,081,534,635 | 26.3% |
| Cash | $1,361,170,967 | 33.1% |
| Municipal Bonds | $1,369,395,565 | 33.3% |
| Total | $4,112,298,993 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA ALPHA | PEAK OPTIMA | G99IF76A9 | TAJBD | 10.67% | $39,591,583 |
| TIMBER OPTIMA | FOCUS FOUNDATION | YUO1XJ4VI | TIEDZ | 5.60% | $72,648,197 |
| MATRIX HORIZON PATHWAY | MOMENTUM FOUNDATION | BQMTPU6TC | AQO | 3.50% | $105,566,384 |
| PEAK ZENITH SIGNAL | OPTIMA EMBER | H08KCYP9S | ESLU | 10.97% | $40,338,234 |
| VERTEX VITAL | DELTA PIONEER | 8RD4563DI | BNS | 6.79% | $3,639,380 |
| EAGLE FRONTIER | FOUNDATION MERIDIAN | CBW5II2X1 | TNKB | 10.95% | $39,751,708 |
| VALUE CAPITAL QUANTUM | WAVE HORIZON | MRVCGOZNY | UMPYS | 12.40% | $25,107,430 |
| PATHWAY PATHWAY | QUANTUM FOCUS | XNOFFV65X | CBE | 1.74% | $87,386,569 |