Mb Generational Wealth, LLC
● SEC registered since 2023CRD 327967SEC# 801-128683Spokane, WA
Reg. AUM
$404.4M
Employees
3
Accounts
398
Location
Spokane, WA
Mb Generational Wealth, LLC assets under management
Mb Generational Wealth, LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2023. It reports $404.4 million in regulatory assets under management and employs 3 people.
Mb Generational Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J Bloom Control | Chief Compliance Officer | 10-25% | 2023 |
| David Kohl Martin Control | Owner Of Llc | 50-75% | 2023 |
| Educap LLC Control | Owner Of Llc | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Mb Generational Wealth, LLC manage?
Mb Generational Wealth, LLC reports $404.4 million in regulatory assets under management on its Form ADV.
How many employees does Mb Generational Wealth, LLC have?
Mb Generational Wealth, LLC reports 3 employees.
Where is Mb Generational Wealth, LLC located?
Mb Generational Wealth, LLC is based in Spokane, WA and has been SEC-registered since 2023.
Does Mb Generational Wealth, LLC disclose fund performance?
Mb Generational Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 S. Post Street, Suite 2250, Spokane, WA 99201-6021 |
| Phone | 509-703-5715 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$404.4M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$404.4Mregulatory AUM
Discretionary $278.4MNon-discretionary $126M