GEN-WEALTH PARTNERS, INC.
Legal name: GENERATIONAL WEALTH MANAGEMENT
CRD #281330 SEC #801-118828 ZEELAND, MI 616-931-1270
SEC Registered
Total AUM
$299.7M
Discretionary
$299.7M
Employees
11
Clients
1
Accounts
1,751
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $299.7M | $299.7M | $0 | 11 | 0 |
| Aug 2025 | $299.7M | $299.7M | $0 | 111 | 0 |
| Apr 2025 | $299.7M | $299.7M | $0 | 112 | 0 |
| Mar 2025 | $299.7M | $299.7M | $0 | 112 | 0 |
| Nov 2024 | $257.8M | $257.8M | $0 | 10 | 0 |
| Nov 2024 | $257.8M | $257.8M | $0 | 10 | 0 |
| Sep 2024 | $257.8M | $257.8M | $0 | 10 | 0 |
| Mar 2024 | $257.8M | $257.8M | $0 | 10 | 0 |
| Aug 2023 | $208.3M | $208.3M | $0 | 10 | 0 |
| Feb 2023 | $208.3M | $208.3M | $0 | 10 | 0 |
| Feb 2023 | $208.3M | $208.3M | $0 | 10 | 0 |
| Mar 2022 | $187.2M | $187.2M | $0 | 7 | 0 |
| Feb 2022 | $132.9M | $132.9M | $0 | 6 | 0 |
| Jun 2021 | $132.9M | $132.9M | $0 | 6 | 0 |
| May 2021 | $132.9M | $132.9M | $0 | 6 | 0 |
| Feb 2021 | $132.9M | $132.9M | $0 | 6 | 0 |
| Feb 2021 | $123.2M | $123.2M | $0 | 6 | 0 |
| Jan 2021 | $123.2M | $123.2M | $0 | 6 | 0 |
| Aug 2020 | $123.2M | $123.2M | $0 | 6 | 0 |
| Jul 2020 | $118.9M | $114.7M | $4.2M | 6 | 71 |
| Jun 2020 | $118.9M | $114.7M | $4.2M | 5 | 71 |
| Apr 2020 | $118.9M | $114.7M | $4.2M | 5 | 71 |
DateNov 2025
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees11
Clients0
DateAug 2025
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees111
Clients0
DateApr 2025
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees112
Clients0
DateMar 2025
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees112
Clients0
DateNov 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees10
Clients0
DateNov 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees10
Clients0
DateSep 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$118.9M
Discretionary$114.7M
Non-Disc.$4.2M
Employees6
Clients71
DateJun 2020
Total AUM$118.9M
Discretionary$114.7M
Non-Disc.$4.2M
Employees5
Clients71
DateApr 2020
Total AUM$118.9M
Discretionary$114.7M
Non-Disc.$4.2M
Employees5
Clients71