Generational Wealth, Inc.
- Regulatory AUM
- $395M
- Discretionary
- $395M
- Clients
- 665
- Avg AUM / client
- $594K
- Accounts
- 2,121
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 566 | $149M | 37.7% |
| High net worth individuals | 99 | $246M | 62.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lee Wilson | President | CFP | Sep 2015 (11y) | 75% or more |
| Schyuler James Wilson | Owner | May 2016 (10y) | 5% – 10% | |
| Wilson, Laura, A | Cco/Owner | Jan 2018 (9y) | 5% – 10% | |
| Jennifer Marie Archambault | Registered representative | Oct 2016 (10y) | ||
| Cynthia Mangmoun | Registered representative | Jul 2020 (6y) | ||
| Randall Scott Nederveld | Registered representative | Jul 2021 (5y) | ||
| Levi Van Dam | Registered representative | Aug 2022 (4y) | ||
| Robert Michael Fredrikson | Registered representative | CFP | Oct 2025 (1y) | |
| John Russel Bouws | Registered representative | Feb 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $393M (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗