Mb Gen Wealth
Mb Gen Wealth is an SEC-registered wealth manager in Spokane, WA with $404.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Mb Gen Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327967, SEC 801-128683, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $404.4M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Spokane, WA
- Employees
- 3
- Clients
- 123
- CRD
- 327967
- Ownership
- EDUCAP LLC; Burnham, Mark; BLOOM, ANDREW, J; MARTIN, DAVID, KOHL
How much AUM does Mb Gen Wealth have?
Mb Gen Wealth reported $404.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Mb Gen Wealth?
Disclosed owners and executives of Mb Gen Wealth include EDUCAP LLC, Burnham, Mark, BLOOM, ANDREW, J, MARTIN, DAVID, KOHL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.