MB Gen Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$397,459,458
Clients
120
Advisors
3
of 3 employees
About
MB Gen Wealth provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), family offices, and institutional clients such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm implements portfolios using mutual funds, ETFs, individual securities and may engage third‑party sub‑advisors while maintaining the client relationship.
The firm’s stated investment framework uses fundamental analysis, modern portfolio theory and cyclical analysis to set asset allocation and rebalancing targets, and its disclosures address options strategies and fee valuation language that references margin debits, reflecting the use of derivatives and the potential for borrowing in managed accounts. MB Gen customizes portfolios to client objectives, conducts periodic reviews at least annually, and retains discretion to hire or terminate sub‑advisors as part of portfolio implementation.
Noteworthy in MB Gen’s brochure is its role as sole owner/manager of an affiliated private vehicle (MB Rockit Royalty Fund via MB Rockit Management) and the practice of recommending partner‑owned real estate investments, with disclosed conflicts of interest and stated mitigation through disclosure and fiduciary duties. The firm also combines a small advisory team with roughly $404 million in assets under management and offers ERISA 3(38) plan management alongside private investment recommendations, a combination that is less common among similar supported firms.
Client services
Expertise
Occupation focus
Fee options
Account minimum: $500,000
Main office
111 S. Post Street, Suite 2250
Spokane WA 99201-6021
Advisors at this office
3
Most active in
Hawaii · Idaho · Louisiana · Texas · Washington
Also doing business as
Mb Gen Wealth · Mb Generational Wealth Advisors · Mb Generational Wealth, 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Cain M
Series 65
Spokane, WA
MB Gen Wealth
Cain Martin is a financial advisor at MB Gen Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of his advisory role, Martin owns Ray Baker Golf, LLC, a golfing apparel manufacturing and distribution company. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction and manages approximately $404 million in assets.
David M
Series 63, Series 65
Spokane, WA
MB Gen Wealth
David Martin is a financial advisor at MB Gen Wealth with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merriman Wealth Management, LLC and Nelson Securities, Inc. Martin is also involved with Echelon Capital, LLC, serving as a general partner in a private fund investment adviser role. MB Gen Wealth provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and cyclical analysis to guide portfolio construction and offers customized investment solutions, including the use of mutual funds, ETFs, individual securities, and third-party sub-advisors.
Andrew B
CFP®, CFA®, Series 65
Spokane, WA
MB Gen Wealth
Andrew Bloom is a CFP®, CFA®, and Series 65 licensed advisor with 14 years of industry experience. He currently works at MB Gen Wealth in Spokane, WA, where he has been employed since 2016. Prior to MB Gen Wealth, he was associated with Merriman Wealth Management. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm uses fundamental analysis, modern portfolio theory, and cyclical analysis to guide its investment approach and offers customized portfolios with discretionary management and sub-advisor oversight.
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