DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Generational Wealth, Inc.
Latest filing Apr 16, 2026
First filing on the tape Apr 30, 2020 · 24 filings
SEC status approved since Jun 1, 2020
RAUM
$395M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$395M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$49.3M
derived; firm RAUM over IAPD count
Employees
9
8 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$395M as of Apr 16, 2026
Aug 19, 2020$123M then
HNW client RAUM$246M as of Apr 16, 2026
Aug 19, 2020$9.5M then
State-registered IARs (5.B.3)8 as of Apr 16, 2026
Aug 19, 20204 then
Employees (5.A)9 as of Apr 16, 2026
Aug 19, 20206 then
Private funds: no history
RAUM +32% over the last fiscal year+24% a year over threeIARs 8 to 8offices 2 to 3
Practice profile
derived from the filing of Apr 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $49.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 83derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $186,125derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 2.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +17%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $128M, 568 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$246M62%
- Individuals$149M38%
- Individual clients
- 566reported
- HNW clients
- 99reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,121reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $128M for 568 clientsreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Lee WilsonCertified Financial Planner | Zeeland, Mi | Nov 23, 2015 | 31 y | 4 |
| Schyuler James Wilson | Zeeland, Mi | May 17, 2016 | 16 y | 2 |
| Jennifer Marie Archambault | Zeeland, Mi | Oct 13, 2016 | 16 y | 0 |
| Cynthia Mangmoun | Zeeland, Mi | Jul 17, 2020 | 11 y | 0 |
| Randall Scott Nederveld | Zeeland, Mi | Jul 6, 2021 | 35 y | 1 |
| Levi Vandam | Zeeland, Mi | Aug 29, 2022 | 12 y | 0 |
| Robert Michael FredriksonCertified Financial Planner | Brownsburg, In | Oct 2, 2025 | 26 y | 3 |
| John Russel Bouws | Zeeland, Mi | Feb 5, 2026 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jaela B Leenstra to Thrivent Investment Management Inc.Apr 14, 2023 · RIA to affiliated broker-dealer or bank
Joined, latest
- Robert Michael Fredrikson from Creative Financial Designs, Inc.Oct 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Randall Scott Nederveld from Nederveld Capital Management, LLCJul 6, 2021 · Other
- Schyuler James Wilson from First Allied Advisory Services, Inc.May 17, 2016 · Affiliated broker-dealer or bank to independent RIA
- David Lee Wilson from First Allied Advisory Services, Inc.Nov 23, 2015 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee David Wilson · Presidentcontrolsince 09/2015 · owns 75% or more
- A Laura Wilson · Cco/Ownercontrolsince 01/2018 · owns 5% to 10%
- James Schyuler Wilson · Ownercontrolsince 01/2018 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Zeeland, Mi · principal | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Goshen, IN1 employees
- South Bend, IN1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Apr 16, 2026employees (Item 5.A) moved from 112.0 to 9.0 (-92.0%) between the annual amendments of 2025-04-14 and 2026-04-16; the peer median change was 0.0% (507 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $100M to $500M (507) · 0.2% percentile
What changed
consecutive filings, newest first
- Business name · GENERATIONAL WEALTH MANAGEMENT to GENERATIONAL WEALTH, INC.Mar 31, 2026 to Apr 16, 2026
- Legal name · GEN-WEALTH PARTNERS, INC. to GENERATIONAL WEALTH, INC.Mar 31, 2026 to Apr 16, 2026
- Accounts · 1,751 to 2,121Nov 12, 2025 to Mar 31, 2026
- Advisory employees · 7 to 8Nov 12, 2025 to Mar 31, 2026
- BD registered reps · 1 to 2Nov 12, 2025 to Mar 31, 2026
- HNW clients · 70 to 99Nov 12, 2025 to Mar 31, 2026
- Individual clients · 496 to 566Nov 12, 2025 to Mar 31, 2026
- Assets in custody · $0 to $128MNov 12, 2025 to Mar 31, 2026
- Employees · 11 to 9Nov 12, 2025 to Mar 31, 2026
- State-registered IARs · 7 to 8Nov 12, 2025 to Mar 31, 2026
- Other offices · 2 to 3Nov 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $300M to $395MNov 12, 2025 to Mar 31, 2026
- HNW RAUM · $171M to $246MNov 12, 2025 to Mar 31, 2026
- Individual RAUM · $128M to $149MNov 12, 2025 to Mar 31, 2026
- RAUM · $300M to $395MNov 12, 2025 to Mar 31, 2026
- Assets in custody · unset to 0.0Aug 26, 2025 to Nov 12, 2025
- Custody of client assets · false to trueAug 26, 2025 to Nov 12, 2025
- Employees · 111 to 11Aug 26, 2025 to Nov 12, 2025
- Advisory employees · 8 to 7Apr 14, 2025 to Aug 26, 2025
- Employees · 112 to 111Apr 14, 2025 to Aug 26, 2025
- State-registered IARs · 8 to 7Apr 14, 2025 to Aug 26, 2025
- Accounts · 1,495 to 1,751Nov 25, 2024 to Apr 14, 2025
- BD registered reps · 3 to 1Nov 25, 2024 to Apr 14, 2025
- HNW clients · 55 to 70Nov 25, 2024 to Apr 14, 2025
- Individual clients · 479 to 496Nov 25, 2024 to Apr 14, 2025
- Employees · 10 to 112Nov 25, 2024 to Apr 14, 2025
- Financial planning clients · 1-10 to 1-10Nov 25, 2024 to Apr 14, 2025
- Discretionary RAUM · $258M to $300MNov 25, 2024 to Apr 14, 2025
- HNW RAUM · $130M to $171MNov 25, 2024 to Apr 14, 2025
- Individual RAUM · $128M to $128MNov 25, 2024 to Apr 14, 2025
- RAUM · $258M to $300MNov 25, 2024 to Apr 14, 2025
- Accounts · 1,338 to 1,495Aug 8, 2023 to Mar 28, 2024
- HNW clients · 48 to 55Aug 8, 2023 to Mar 28, 2024
- Individual clients · 410 to 479Aug 8, 2023 to Mar 28, 2024
- Financial planning clients · 0 to 1-10Aug 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $208M to $258MAug 8, 2023 to Mar 28, 2024
- HNW RAUM · $99.4M to $130MAug 8, 2023 to Mar 28, 2024
- Individual RAUM · $109M to $128MAug 8, 2023 to Mar 28, 2024
- RAUM · $208M to $258MAug 8, 2023 to Mar 28, 2024
- Accounts · 1,214 to 1,338Mar 25, 2022 to Feb 24, 2023
Signals
3 dated events
- Jaela B Leenstra left Generational Wealth, Inc. for Thrivent Investment Management Inc. (registered 2024-01-26)Apr 14, 2023 · Advisor changed firm · fact
- Marie Jennifer Archambault (Cco) no longer on Schedule A of Generational Wealth, Inc. (listed 2022-03-25, absent 2023-02-24)Feb 24, 2023 · Control person left · inference
- Generational Wealth Management filed its initial SEC registration (Form ADV)Apr 30, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- clientliaison@gen-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ehuffman@gen-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- konken@gen-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- lwilson@gen-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 574-285-2229reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 574-287-5000reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 616-931-1270reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- GEN-WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 616-931-1270reportedpublic record, Form ADV, Apr 16, 2026
- Team page
- gen-wealth.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $49.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026