Mb Generational Wealth, Llc
- Regulatory AUM
- $404M
- Discretionary
- $278M
- Clients
- 123
- Avg AUM / client
- $3.3M
- Accounts
- 398
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $12.3M | 3.05% |
| High net worth individuals | 72 | $385M | 95.2% |
| Charitable organizations | 2 | $5.2M | 1.28% |
| Corporations and other businesses | 1 | $1.8M | 0.44% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burnham, Mark | Owner Of Llc | Nov 2021 (5y) | ≈ 18.75% – 50% via Educap Llc | |
| David Kohl Martin | Owner Of Llc | Jun 2023 (3y) | 50% – 75% | |
| Andrew J Bloom | Chief Compliance Officer | CFP CFA | Aug 2023 (3y) | 10% – 25% |
| Cain Kohl Martin | Registered representative | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Educap Llc | Owner Of Llc | Jun 2023 | A | 25% – 50% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Burnham, Mark: 75% – 100% of Educap Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/19/2026 | 1.06 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $281M (69% of AUM) Mar 2026
- Charles Schwab & Co. $121M (30% of AUM) Mar 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗