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David Lee Wilson

GEN-WEALTH PARTNERS, INC.·ZEELAND, Michigan
Unclaimed Profile
244 EAST MAIN AVENUE, ZEELAND, MI 49464CRD# 2582912Firm CRD# 281330
01

About

David Lee Wilson is a registered financial advisor based in ZEELAND, Michigan, affiliated with GEN-WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GEN-WEALTH PARTNERS, INC.
GENERATIONAL WEALTH MANAGEMENT
AUM
$258M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GEN-WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2582912
Firm CRD# 281330
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Wilson offer?
David Lee Wilson specializes in Financial Planning, Investment Management. Contact their office in ZEELAND, Michigan for a consultation.
What are David Lee Wilson's credentials?
David Lee Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Wilson located?
David Lee Wilson is based in ZEELAND, Michigan, working with GEN-WEALTH PARTNERS, INC.. Their office serves clients in the ZEELAND metropolitan area and surrounding communities.
How does David Lee Wilson charge for services?
David Lee Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEN-WEALTH PARTNERS, INC.?
GEN-WEALTH PARTNERS, INC. has approximately 10 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ZEELAND
Jennifer Marie Archambault — GEN-WEALTH PARTNERS, INC.Schyuler James Wilson — GEN-WEALTH PARTNERS, INC.Laura A Wilson — GEN-WEALTH PARTNERS, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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