Generational Private Wealth logo

Generational Private Wealth

Updated today

Client assets under management

$231,538,552

Clients

49

55% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

16

Very Low

Average account size

$4,725,277

About

Generational Private Wealth serves high-net-worth and individual clients, as well as trusts, employer-sponsored retirement plans, and nonprofit entities, providing discretionary investment management, wealth management, and advanced financial planning. The firm constructs written investment policy statements and implements portfolios primarily using mutual funds, exchange-traded funds, and, to a lesser extent, individual debt and equity securities, and may refer clients to SEC-registered sub‑advisers for specialized strategies.

The firm’s investment approach emphasizes strategic asset allocation, diversification across asset classes, and fundamental analysis, with ongoing supervision and rebalancing to address market and client circumstance changes. Accounts are typically custodied at Charles Schwab and managed on a discretionary basis, with Schwab’s institutional platform and support services used for trade execution, reporting, and operational tools while retaining flexibility to use other providers when appropriate.

Noteworthy operational features include approximately $263 million in assets under management across 49 client relationships and a stated $10 million account minimum (waivable), reflecting an above‑average assets‑per‑client profile for a small, three‑advisor firm. The firm moved its registration from Puerto Rico to the SEC in 2025, is deemed to have custody in certain circumstances through standing letters of authorization, maintains a trade‑error policy that directs custodial gains to charity, and generally does not sponsor wrap fee programs or vote client proxies.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Wealth management Tax-loss harvesting Private / alternative investments

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

0.25% to 1.25% annually (range depending on account size and services provided)

Project-based

$500 per hour for advanced financial planning and consulting

Other

Account minimum: $10,000,000 (may be waived at sole discretion of the firm) Fee-only: Annual wealth management fees range between 0.25% and 1.25% of assets under management; hourly financial planning fee of $500/hour

Most active in

District of Columbia · Maryland · Puerto Rico · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Frederick H

CFP®

Washington, DC

Generational Private Wealth

Frederick Hubach is a CFP® professional with six years of industry experience. He is currently with Generational Private Wealth, where he has worked since 2025. His prior experience includes roles at Belgrade Wealth Management LLC, Hemington Wealth Management, and Andersen. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities, offering discretionary investment management and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million across 49 client relationships.

General retirement planning Income planning Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired
user avatar

Travis J

CFP®

Ashburn, VA

Generational Private Wealth

Travis Johnson is a CFP® professional with nine years of industry experience. He has worked at Generational Private Wealth since 2025 and previously spent eight years at Hemington Wealth Management, LLC. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million in assets across 49 client relationships.

General retirement planning Income planning Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired
user avatar

Ryon B

Series 65

San Juan, PR

Generational Private Wealth

Ryon Beyer is a financial advisor at Generational Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hemington Wealth Management, LLC for ten years before joining Las Marias Consulting LLC. Generational Private Wealth serves high-net-worth individuals, trusts, employer-sponsored retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm focuses on strategic asset allocation, diversification, and fundamental analysis, managing accounts primarily through mutual funds and ETFs with ongoing supervision and rebalancing.

General retirement planning Income planning Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired
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