DFX Intelligence

M• G•• W•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

M• G•• W•••••

MB GENERATIONAL WEALTH, LLC, CRD 327967

SPOKANE, WA

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Search this name across graphsid dfx:ria:d787dbe7-0ff1-81c5-8c25-ee02798b6217

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Aug 3, 2023 to Mar 19, 2026
14 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=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $404M••• Locked
Discretionary RAUM: $278M
Private client RAUM: $397Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $135Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• K••• M•••••	n/a	SPOKANE, WA	3	31	5	no
A••••• J• B••••	Certified Financial Planner\|Chartered Financial Analyst	SPOKANE, WA	3	14

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• A•••••• J•	CHIEF COMPLIANCE OFFICER	B	yes	08/2023	Aug 3, 2023	Jan 5, 2024
B••••••• M•••	OWNER OF LLC	E	yes	11/2021	Aug 3, 2023	Jan 5, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026

Advisor flows

••• Locked

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

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$404M	$334M	21.2%	n/a	n/a	3	3	1	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•••••••	2	Oct 2, 2023	Sep 7, 2023	SEATTLE, WA	Team lift out	RIA to new firm	8.0%

Relationships

Registered with (3)

← C••• K••• M•••••Advisorregistration: current employment
Oct 2, 2023 to presentfactForm ADV
← D•••• K••• M•••••Advisorregistration: current employment
Sep 7, 2023 to presentfactForm ADV
← A••••• J• B••••Advisorregistration: current employment
Sep 7, 2023 to presentfactForm ADV

Controls (4)

Dated events

Occurred
Oct 2, 2023
Team lift-out
••• Locked
Form ADVobserved 7 days ago
2 advisors
Occurred
Aug 3, 2023
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d787dbe7-0ff1-81c5-8c25-ee02798b6217
First observed: Aug 3, 2023
Last observed: Mar 19, 2026 6 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.