Gen-Wealth Partners, Inc.
● SEC registered since 2020CRD 281330SEC# 801-118828Zeeland, MI
Reg. AUM
$394.8M
Employees
9
Accounts
2,121
Location
Zeeland, MI
Gen-Wealth Partners, Inc. assets under management
Gen-Wealth Partners, Inc. operates as an SEC-registered investment adviser based in Zeeland, MI. The firm has been registered since 2020. It reports $394.8 million in regulatory assets under management and employs 9 people.
Gen-Wealth Partners, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lee Wilson Control | President | Over 75% | 2015 |
| Laura A Wilson Control | Cco/Owner | 5-10% | 2018 |
| Schyuler James Wilson Control | Owner | 5-10% | 2018 |
Frequently asked questions
How much does Gen-Wealth Partners, Inc. manage?
Gen-Wealth Partners, Inc. reports $394.8 million in regulatory assets under management on its Form ADV.
How many employees does Gen-Wealth Partners, Inc. have?
Gen-Wealth Partners, Inc. reports 9 employees.
Where is Gen-Wealth Partners, Inc. located?
Gen-Wealth Partners, Inc. is based in Zeeland, MI and has been SEC-registered since 2020.
Does Gen-Wealth Partners, Inc. disclose fund performance?
Gen-Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 244 East Main Avenue, Zeeland, MI 49464 |
| Phone | 616-931-1270 |
| Fax | 616-931-1274 |
| Office hours | 9:30 - 5:00 M-Th, 9:30 - 4:00 F |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$394.8M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$394.8Mregulatory AUM
Discretionary $394.8M