| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J Bloom Control | Chief Compliance Officer | 10-25% | 2023 |
| David Kohl Martin Control | Owner Of Llc | 50-75% | 2023 |
| Educap LLC Control | Owner Of Llc | 25-50% | 2023 |
Mb Generational Wealth, LLC reports $333.8 million in regulatory assets under management on its Form ADV.
Mb Generational Wealth, LLC reports 3 employees.
Mb Generational Wealth, LLC is based in Spokane, WA and has been SEC-registered since 2023.
Mb Generational Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 S. Post Street, Suite 2250, Spokane, WA 99201-6021 |
| Phone | 509-703-5715 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $245.5M |
| Non-discretionary | $88.3M |
| Total (RAUM) | $333.8M |