Richardson, TX 3400 N. Centralâ Expy Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Generational Wealth Advisors
Team
Firm-wide stats for Generational Wealth Advisors
Clients per advisor
11 Very LowAvg AUM per client
$2,805,052 Very HighHNW client ratio
62% Very HighAbout
Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, family offices, trusts, foundations, business entities and qualified retirement plans. The firm combines ongoing portfolio management with personalized financial planning and may refer clients to outside specialists as part of its advisory services.
GWA employs a multi‑disciplinary team approach and documents investment objectives in an Investment Policy Statement, emphasizing strategic asset allocation, diversification, multifactor equity exposure, and periodic rebalancing implemented primarily with institutional mutual funds, ETFs and, when appropriate, separately managed accounts or alternative investments. It also offers family‑office style arrangements that can be billed on a net‑worth basis and include valuation and oversight of illiquid or private assets.
The firm’s structure includes advisors holding CFP, CPA, CEPA, legal and real‑estate licenses and affiliations with a registered broker‑dealer, M&A and real‑estate brokerage entities and a related insurance agency, enabling integrated tax, legal, insurance and transactional coordination. These affiliations can produce referrals, insurance commissions or other third‑party compensation and are disclosed in the brochure as potential conflicts of interest that clients should consider.
Based on Generational Wealth Advisors
Expertise
Based on Generational Wealth Advisors
Location
3400 N. Centralâ Expy, Suiteâ 100
Richardson TX 75080
Advisors at this office
2
Advisors at this office
Jacob Andrew H
Series 66
Richardson, TX
Generational Wealth Advisors
Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.
Robert R
CFP®, Series 63, Series 65
Richardson, TX
Generational Wealth Advisors
Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.
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