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Gen-Wealth Partners, Inc.

● SEC registered since 2020CRD 281330SEC# 801-118828Zeeland, MI
Export (members)
Reg. AUM
$299.7M
Employees
111
Accounts
1,751
Location
Zeeland, MI

Gen-Wealth Partners, Inc. assets under management

Gen-Wealth Partners, Inc. operates as an SEC-registered investment adviser based in Zeeland, MI. The firm has been registered since 2020. It reports $299.7 million in regulatory assets under management and employs 111 people.

Gen-Wealth Partners, Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Lee Wilson ControlPresidentOver 75%2015
Laura A Wilson ControlCco/Owner5-10%2018
Schyuler James Wilson ControlOwner5-10%2018

Frequently asked questions

How much does Gen-Wealth Partners, Inc. manage?

Gen-Wealth Partners, Inc. reports $299.7 million in regulatory assets under management on its Form ADV.

How many employees does Gen-Wealth Partners, Inc. have?

Gen-Wealth Partners, Inc. reports 111 employees.

Where is Gen-Wealth Partners, Inc. located?

Gen-Wealth Partners, Inc. is based in Zeeland, MI and has been SEC-registered since 2020.

Does Gen-Wealth Partners, Inc. disclose fund performance?

Gen-Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address244 East Main Avenue, Zeeland, MI 49464
Phone616-931-1270
Fax616-931-1274
Office hours9:30 - 5:00 M-Th, 9:30 - 4:00 F
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$299.7M
Non-discretionary$0
Total (RAUM)$299.7M