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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$43,118Item 5.F on the latest filing (2023-04-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$43,118

Private client RAUM

$43,118derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$43,118derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Individual clients

3

High net worth clients

1

SEC number

801-126869

CRD

322228

Filings on the tape

5

First filed

Oct 12, 2022

Latest filed

Apr 21, 2023

Organised

Corporation, Delaware

• Occurred

  Oct 12, 2022
  First Form ADV filing

  Multigenerational filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:83ad4d2e-d45e-ca1e-833b-125a4947a3aa

First observed

Oct 12, 2022

Last observed

Apr 21, 2023 41 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.