GENERATIONAL WEALTH MANAGEMENT

244 East Main Avenue
Zeeland, Michigan 49464
Tel: 616-931-1270

About GENERATIONAL WEALTH MANAGEMENT

GENERATIONAL WEALTH MANAGEMENT, formally registered with the SEC as GENERATIONAL WEALTH MANAGEMENT. The firm was established in 06/01/2020. They have over 3 offices throughout the country.

GENERATIONAL WEALTH MANAGEMENT is a Zeeland, Michigan based Financial Planning firm with nearly $257,762,418 assets under management, offering retirement planning & investment advisory services to 1495 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281330
SEC#	801-118828
Assets Managed by Firm	$257,762,418
No. of Clients	1495
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1495	$257,762,418
Individuals (other than high net worth individuals)	479	$128,138,283
High net worth individuals	55	$129,624,135

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
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OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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