Generational Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richardson, TX. Its latest Form ADV filing, dated April 22, 2026, reports $569M in regulatory assets under management, 60 employees, and 602 accounts.
Assets Under Management
$569M
Employees
60
Offices
--
Total Clients
184
Primary office
RICHARDSON, TX
3400 NORTH CENTRAL EXPRESSWAY, SUITE 100, RICHARDSON, TX, United States
Top client segmentHNWI represent 53.3% of total clients.
Top client categories% of clientsClients
1
HNWI
53.3%
98
2
Individuals
33.2%
61
3
Corporations
9.8%
18
4
Charitable
2.2%
4
5
Pension Plans
1.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$569Mas of April 22, 2026
Discretionary100.0%
$569M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$569M
Total Accounts602
10Y AUM Change+$397M (+230.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee3:1
10Y Employee Change+51 (+566.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.