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GENERATIONAL WEALTH, INC.

ZEELAND, MI · CRD 281330 · IAPD ↗ · 616-931-1270

$394.8MRegulatory AUM
8Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — GENERATIONAL WEALTH MANAGEMENT is now doing business as GENERATIONAL WEALTH, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
April 2026 — GENERATIONAL WEALTH MANAGEMENT notice-filed in AZ, IL, PA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — GENERATIONAL WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — GENERATIONAL WEALTH MANAGEMENT reported RAUM up 32% ($299.7M -> $394.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
December 2025 — GENERATIONAL WEALTH MANAGEMENT now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — GENERATIONAL WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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