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MB GEN WEALTH
Legal name: MB GENERATIONAL WEALTH, LLC
CRD 327967File 801-128683
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$404.4M
Below cohort median (national)
Discretionary AUM
$278.4M
Non-discretionary $126.0M
Clients
123
398 accounts
Employees
3
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 7, 2023
- Principal office
- 111 S. POST STREET, SUITE 2250, SPOKANE, WA, 99201-6021
- Phone
- 509-703-5715
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $404.4M
- Discretionary AUM
- $278.4M
- Non-discretionary AUM
- $126.0M
- Discretionary accounts
- 356
- Non-discretionary accounts
- 42
- Total accounts
- 398
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.8M |
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 72 | $385.1M |
| Individuals (other than high net worth individuals) | 48 | $12.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.