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GENERATIONAL WEALTH ADVISORS

RICHARDSON, TX · CRD 135145 · IAPD ↗ · talisadvisors.com · 972-378-1795

$568.8MRegulatory AUM
11Advisory reps
60Employees
55Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2026 — GENERATIONAL WEALTH ADVISORS changed its website from generationalwealthadv.com to talisadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2026 — GENERATIONAL WEALTH ADVISORS notice-filed in AZ, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — GENERATIONAL WEALTH ADVISORS crossed $500M in regulatory AUM ($392.5M -> $568.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — GENERATIONAL WEALTH ADVISORS reported RAUM up 30% ($282.6M -> $366.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — GENERATIONAL WEALTH ADVISORS now reports custody of client assets ($154.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
February 2024 — GENERATIONAL WEALTH ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.