Washington, DC Office

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.