Mb Gen Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 19, 2026, reports $404M in regulatory assets under management, 3 employees, 1 office, and 398 accounts.
Assets Under Management
$404M
Employees
3
Offices
1 office
Total Clients
123
Primary office
SPOKANE, WA
111 S. POST STREET, SUITE 2250, SPOKANE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.5% of total clients.
Top client categories% of clientsClients
1
HNWI
58.5%
72
2
Individuals
39.0%
48
3
Charitable
1.6%
2
4
Corporations
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of March 19, 2026
Discretionary68.8%
$278M
69% of total RAUM68.8%
Non-discretionary31.2%
$126M
31% of total RAUM31.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$404M
Total Accounts398
10Y AUM Change+$404M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* 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.