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 Financial Partners, LLC

No RAUM reportedAtlanta, GeorgiaCRD 343503SEC 801-137020IAPD
Latest filing Sep 17, 2026
First filing on the tape Aug 20, 2026 · 3 filings
SEC status 120-day approval since Aug 10, 2026
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$0 as of Sep 17, 2026
Aug 20, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)7 as of Sep 17, 2026
Aug 20, 20266 then
Employees (5.A)10 as of Sep 17, 2026
Aug 20, 20269 then
Private funds: no history
Practice profile
derived from the filing of Sep 17, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
0.9derived7 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Matthew PiseraCertified Financial Planner, Chartered Financial ConsultantNorth Bethesda, Md Aug 20, 202612 y2
Daniel Patrick BurkeCertified Financial Planner, Chartered Financial ConsultantBrentwood, Tn Aug 20, 202617 y1
Beau Jacob WelshAtlanta, Ga Aug 20, 202612 y1
Nathan Allan YorkAtlanta, GaAug 21, 202611 y1
Thomas Nolan PendletonCertified Financial PlannerAtlanta, GaAug 21, 202619 y2
Benjamin Bing YinChartered Financial ConsultantAtlanta, GaAug 24, 202616 y1
Advisor movement
0 left, 6 joined in 12 months
net +6 in 12 months0 left in 90 days6 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Jacob Beau Welsh · Director Of Planning / Ccocontrol
        since 07/2026 · owns less than 5%
      Entity owners
      • Aether Financial Group, LLC · Owner Investment Advisor Investment Advisor Investment Advisor Investment Advisor
        direct · owns 25% to 50%
      • Bj Yin Family Holdings, LLC · Owner
        direct · owns 25% to 50%
      • Burke Financial Group, LLC · Owner
        direct · owns 25% to 50%
      • Pwm Holdings, LLC · Owner
        direct · owns 25% to 50%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Atlanta, Ga · principal660
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 6 to 7
        Sep 11, 2026 to Sep 17, 2026
      • Employees · 9 to 10
        Sep 11, 2026 to Sep 17, 2026
      • State-registered IARs · 6 to 7
        Sep 11, 2026 to Sep 17, 2026
      • Financial planning clients · 0 to 0
        Aug 20, 2026 to Sep 11, 2026
      • Related adviser · false to unset
        Aug 20, 2026 to Sep 11, 2026
      • Related bank · false to unset
        Aug 20, 2026 to Sep 11, 2026
      • Related broker-dealer · false to unset
        Aug 20, 2026 to Sep 11, 2026
      • Related insurance company · false to unset
        Aug 20, 2026 to Sep 11, 2026
      • Succession · false to unset
        Aug 20, 2026 to Sep 11, 2026
      Signals
      2 dated events
      • 2 advisors left Eagle Strategies LLC (Franklin, TN) for Generational Financial Partners, LLC within 9 days
        Sep 1, 2026 · Team lift-out · derived
      • 3 advisors left Eagle Strategies LLC (Alpharetta, GA) for Generational Financial Partners, LLC within 5 days
        Aug 27, 2026 · Team lift-out · derived
      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
      Website
      GENFIPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      770-559-0815reportedpublic record, Form ADV, Sep 17, 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
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026