Investment adviser · CRD 327967
MB GEN WEALTH
Investment adviser filing (IA)
MB GENERATIONAL WEALTH, LLC
SPOKANE, WA, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $404M Form ADV · Item 5.F
- Client accounts
- 398 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 72 | $385,136,311 | 95.2% |
| Individuals | 48 | $12,323,147 | 3.0% |
| Charities | Fewer than 5 | $5,184,933 | 1.3% |
| Corporations & businesses | Fewer than 5 | $1,781,459 | 0.4% |
Filing source
Form ADV 2068804 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
111 S. POST STREET, SUITE 2250SPOKANE, WA, 99201-6021, United States
CRD 327967
Filing source
Form ADV 2068804 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.