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GENERATIONAL PRIVATE WEALTH

· CRD 324954 · IAPD ↗ · genprivatewealth.com · 571-244-8764

$271.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
May 2026 — GENERATIONAL PRIVATE WEALTH now reports custody of client assets ($184.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
February 2026 — GENERATIONAL PRIVATE WEALTH reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2026 — GENERATIONAL PRIVATE WEALTH grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
February 2026 — GENERATIONAL PRIVATE WEALTH reported RAUM up 82% ($145.0M -> $263.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
February 2026 — GENERATIONAL PRIVATE WEALTH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
July 2025 — GENERATIONAL PRIVATE WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — GENERATIONAL PRIVATE WEALTH (location n/a) is newly SEC-registered with $145.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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