MB GENERATIONAL WEALTH, LLC
Legal name: MB GEN WEALTH
CRD #327967 SEC #801-128683 SPOKANE, WA 509-703-5715
SEC Registered
Total AUM
$333.8M
Discretionary
$245.5M
Employees
3
Clients
0
Accounts
392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $333.8M | $245.5M | $88.3M | 3 | 0 |
| Jun 2025 | $333.8M | $245.5M | $88.3M | 3 | 0 |
| Apr 2025 | $333.8M | $245.5M | $88.3M | 3 | 0 |
| Feb 2025 | $333.8M | $245.5M | $88.3M | 3 | 0 |
| Jan 2024 | $334.7M | $235.4M | $99.3M | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Sep 2023 | $0 | $0 | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$333.8M
Discretionary$245.5M
Non-Disc.$88.3M
Employees3
Clients0
DateJun 2025
Total AUM$333.8M
Discretionary$245.5M
Non-Disc.$88.3M
Employees3
Clients0
DateApr 2025
Total AUM$333.8M
Discretionary$245.5M
Non-Disc.$88.3M
Employees3
Clients0
DateFeb 2025
Total AUM$333.8M
Discretionary$245.5M
Non-Disc.$88.3M
Employees3
Clients0
DateJan 2024
Total AUM$334.7M
Discretionary$235.4M
Non-Disc.$99.3M
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0