Generational Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$260,635,670
Clients
39
Advisors
2
across 2 offices
About
Generational Private Wealth is a small, SEC‑registered advisory firm that manages approximately $271.9 million for a concentrated roster of 39 client relationships and is supported by three advisors. The firm serves high‑net‑worth and individual clients, as well as trusts, retirement plans, endowments, and foundations, offering discretionary wealth management, investment management, and advanced financial planning services.
The firm follows a strategic asset allocation framework grounded in fundamental analysis and modern portfolio principles, implementing portfolios primarily with institutional mutual funds, ETFs and select individual securities, and documenting objectives in written investment policy statements. GPW typically recommends Charles Schwab as custodian, uses discretionary rebalancing rather than calendar‑based trading, may engage third‑party sub‑advisers, and discloses its ERISA fiduciary role when advising retirement accounts.
What distinguishes GPW from many peers is its stated $20 million minimum account requirement (subject to discretionary waivers and grandfathering of pre‑existing clients), which together with a small client base produces more concentrated, bespoke relationships than is typical for supported firms. The firm also moved its registration from Puerto Rico to the SEC in March 2025, employs advisors with advanced credentials (CFP, CPWA, and Enrolled Agent), and documents a trade‑error policy that directs custodial error gains to charity.
Client services
Expertise
Fee options
0.25% to 1.25% annually
Account minimum: $20,000,000 Fee-only: Fee-only basis for wealth management and investment management services.
Main office
See officeWashington DC
Advisors at this office
1
Most active in
District of Columbia · Maryland · Puerto Rico · Texas · Virginia
Also doing business as
Generational Private Wealth · Generational Private Wealth LLC · Las Marias Consulting Kkc · Las Marias Consulting LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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