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MB GEN WEALTH

SPOKANE, WA · CRD 327967 · IAPD ↗ · 509-703-5715

$404.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MB GEN WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — MB GEN WEALTH now reports custody of client assets ($38.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
February 2024 — MB GEN WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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