RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
MARTIN, DAVID, KOHLIOWNER OF LLCD Control
Burnham, MarkIOWNER OF LLCC Control
Burnham, MarkIOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
EDUCAP LLCDEOWNER OF LLCC Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control
BLOOM, ANDREW, JICHIEF COMPLIANCE OFFICERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Burnham, MarkIEDUCAP LLCE Control
Burnham, MarkIEDUCAP LLCE Control
Burnham, MarkIEDUCAP LLCE Control
Burnham, MarkIEDUCAP LLCE Control
Burnham, MarkIEDUCAP LLCC Control
Burnham, MarkIEDUCAP LLCC Control

Registrations

Federal

IA
Sep 16, 2025 REGISTERED

Notice Filings (5)

HI ID LA TX WA

Address

111 S. POST STREET
SUITE 2250
SPOKANE, WA 99201-6021
United States
Phone: 509-703-5715