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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GENERATIONAL WEALTH, INC.

CRD 281330

ZEELAND, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38fd5a03-71e5-989b-a032-b86441d261d0

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Apr 30, 2020 to Apr 16, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $395MItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $395M
Private client RAUM: $395MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $49.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,121
Individual clients: 566
High net worth clients: 99
Custody, client assets: $128M
SEC number: 801-118828
CRD: 281330
Filings on the tape: 24
First filed: Apr 30, 2020
Latest filed: Apr 16, 2026
Organised: Corporation, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
David Lee Wilson	Certified Financial Planner	ZEELAND, MI	10	31	4	no
SCHYULER JAMES WILSON	n/a	ZEELAND, MI	10	16	2	yes
Jennifer Marie Archambault	n/a	ZEELAND, MI	9	16	n/a	no
Cynthia Mangmoun	n/a	ZEELAND, MI	6	11	n/a	yes
Randall Scott Nederveld	n/a	ZEELAND, MI	5	35	1	no
Levi VanDam	n/a	ZEELAND, MI	4	12	n/a	no
ROBERT MICHAEL FREDRIKSON	Certified Financial Planner	BROWNSBURG, IN \| ZEELAND, MI	0	26	3	no
John Russel Bouws	n/a	ZEELAND, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WILSON, DAVID, LEE	President	E	yes	09/2015	Apr 30, 2020	Nov 25, 2024
wilson, Laura, A	CCO/OWNER	A	yes	01/2018	Apr 30, 2020	Nov 25, 2024
WILSON, SCHYULER, JAMES	Owner	A	yes	01/2018	Apr 30, 2020	Nov 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Goshen	In	United States	1	no
SOUTH BEND	In	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$395M	$395M	9	8	3	n/a	n/a
2024	Apr 14, 2025	$300M	$300M	112	8	2	n/a	n/a
2023	Mar 28, 2024	$258M	$258M	10	8	2	n/a	n/a
2022	Feb 24, 2023	$208M	$208M	10	8	2	n/a	n/a
2021	Mar 25, 2022	$187M	$187M	7	7	2	n/a	n/a
2020	Feb 22, 2021	$133M	$133M	6	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$395M	$300M	31.7%	$208M	23.8%	9	112	3	2

Relationships

Registered with (9)

← John Russel BouwsAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← ROBERT MICHAEL FREDRIKSONAdvisorregistration: current employment
Oct 2, 2025 to presentfactForm ADV
← Levi VanDamAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← Randall Scott NederveldAdvisorregistration: current employment
Jul 6, 2021 to presentfactForm ADV
← Cynthia MangmounAdvisorregistration: current employment
Jul 17, 2020 to presentfactForm ADV
← Jennifer Marie ArchambaultAdvisorregistration: current employment
Oct 13, 2016 to presentfactForm ADV
← SCHYULER JAMES WILSONAdvisorregistration: current employment
May 17, 2016 to presentfactForm ADV
← David Lee WilsonAdvisorregistration: current employment
Nov 23, 2015 to presentfactForm ADV
← Jaela B LeenstraAdvisorregistration: previous registration
Dec 9, 2021 to Apr 14, 2023factForm ADV

Controls (3)

← WILSON, DAVID, LEEOwnerPRESIDENT, ownership code E, individual
Apr 30, 2020 to Nov 25, 2024factForm ADV
← WILSON, SCHYULER, JAMESOwnerOWNER, ownership code A, individual
Apr 30, 2020 to Nov 25, 2024factForm ADV
← wilson, Laura, AOwnerCCO/OWNER, ownership code A, individual
Apr 30, 2020 to Nov 25, 2024factForm ADV

Dated events

Occurred
Apr 14, 2023
Advisor changed firm
Jaela B Leenstra left Generational Wealth, Inc. for Thrivent Investment Management Inc. (registered 2024-01-26)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2023
Control person left
Marie Jennifer Archambault (Cco) no longer on Schedule A of Generational Wealth, Inc. (listed 2022-03-25, absent 2023-02-24)
Form ADVobserved 6 days ago
Occurred
Apr 30, 2020
First Form ADV filing
Generational Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38fd5a03-71e5-989b-a032-b86441d261d0
First observed: Apr 30, 2020
Last observed: Apr 16, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GENERATIONAL WEALTH, INC.

CRD 281330

ZEELAND, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38fd5a03-71e5-989b-a032-b86441d261d0

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

David Lee Wilson

Certified Financial Planner

ZEELAND, MI

SCHYULER JAMES WILSON

n/a

ZEELAND, MI

yes

Jennifer Marie Archambault

n/a

ZEELAND, MI

n/a

Cynthia Mangmoun

n/a

ZEELAND, MI

n/a

yes

Randall Scott Nederveld

n/a

ZEELAND, MI

Levi VanDam

n/a

ZEELAND, MI

n/a

ROBERT MICHAEL FREDRIKSON

Certified Financial Planner

BROWNSBURG, IN | ZEELAND, MI

John Russel Bouws

n/a

ZEELAND, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILSON, DAVID, LEE

President

yes

09/2015

Apr 30, 2020

Nov 25, 2024

wilson, Laura, A

CCO/OWNER

yes

01/2018

Apr 30, 2020

Nov 25, 2024

WILSON, SCHYULER, JAMES

Owner

yes

01/2018

Apr 30, 2020

Nov 25, 2024

City

State

Country

Employees

Also broker-dealer

Goshen

United States

SOUTH BEND

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$395M

n/a

2024

Apr 14, 2025

$300M

112

n/a

2023

Mar 28, 2024

$258M

n/a

2022

Feb 24, 2023

$208M

n/a

2021

Mar 25, 2022

$187M

n/a

2020

Feb 22, 2021

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$395M

$300M

31.7%

$208M

23.8%

112