MB GEN WEALTH

111 S. Post Street
Suite 2250
Spokane, Washington 99201-6021
Tel: 509-703-5715

About MB GEN WEALTH

MB GEN WEALTH, formally registered with the SEC as MB GEN WEALTH. The firm was established in 09/07/2023. They have over 1 offices throughout the country.

MB GEN WEALTH is a Spokane, Washington based Financial Planning firm with nearly $333,803,619 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327967
SEC#	801-128683
Assets Managed by Firm	$333,803,619
No. of Clients	392
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	392	$333,803,619
Individuals (other than high net worth individuals)	46	$14,541,583
High net worth individuals	68	$313,998,991
Charitable organizations	2	$3,761,800
Corporations or other businesses	1	$1,501,245

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