# DBA GENERATIONAL WEALTH STRATEGIES

DBA GENERATIONAL WEALTH STRATEGIES of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111203
- Type: SEC-registered investment adviser
- SEC file number: 801-60216
- Location: 2 VENTURE, SUITE 460, IRVINE, CA, 92618
- Phone: 949-468-2000
- Latest filing: 2026-02-07
- Regulatory AUM: $51.6M
- Discretionary AUM: $51.6M
- Clients: 2
- Accounts: 226

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KOLSON CLIFFORD RICHARD | CHIEF COMPLIANCE OFFICER; PRESIDENT/DIRECTOR; SECRETARY/DIRECTOR | — |
| KOLSON KEVIN PATRICK | VICE PRESIDENT & SECRETARY; VICE PRESIDENT & SECRETARY & DIRECTOR | — |
| MINNEY MICHAEL THOMAS | C.O.O./DIRECTOR; PRESIDENT/DIRECTOR | — |
| WALDOW MICHAEL CRAIG | PRESIDENT/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111203/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111203/similar
- Related entities: https://search.stillhousedata.com/firm/111203/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111203

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.