Generational Wealth Advisors
Generational Wealth Advisors is an SEC-registered wealth manager in Richardson, TX with $568.8M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Generational Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135145, SEC 801-67609, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $568.8M (2026-04-22)
- Firm type
- Wealth Manager
- Location
- Richardson, TX
- Employees
- 60
- Clients
- 184
- CRD
- 135145
- Ownership
- PEPPER FAMILY PARTNERSHIP, LTD.; JONES PERKINS NUMBER 1, LP; JONATHAN MICHAEL PERKINS FAMILY PARTNERSHIP, LTD.; TAYLOR PAIGE JONES FAMILY PARTNERSHIP, LTD.; Johnson, Terry, Keith
How much AUM does Generational Wealth Advisors have?
Generational Wealth Advisors reported $568.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Generational Wealth Advisors?
Disclosed owners and executives of Generational Wealth Advisors include PEPPER FAMILY PARTNERSHIP, LTD., JONES PERKINS NUMBER 1, LP, JONATHAN MICHAEL PERKINS FAMILY PARTNERSHIP, LTD., TAYLOR PAIGE JONES FAMILY PARTNERSHIP, LTD., Johnson, Terry, Keith. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.