GEN-WEALTH PARTNERS, INC.

GENERATIONAL WEALTH MANAGEMENT
ZEELAND, Michigan·4 registered advisors·CRD# 281330
SEC# 801-1188282616-931-1270
01

Firm Overview

AUM
$258M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GEN-WEALTH PARTNERS, INC.

4 registered advisors
David Lee Wilson
ZEELAND, Michigan
Jennifer Marie Archambault
ZEELAND, Michigan
Laura A Wilson
ZEELAND, Michigan
Schyuler James Wilson
ZEELAND, Michigan
05

Office Locations

ZEELAND, Michigan
4 advisors

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Data sourced from SEC Form ADV filings. GEN-WEALTH PARTNERS, INC. (CRD# 281330) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.