GENERATIONAL LEGACIES WEALTH MANAGEMENT

GENERATIONAL LEGACIES WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 327966). Regulatory assets under management: $50.6M.

Registration

• CRD: 327966
• Type: Registered investment adviser
• Phone: 208-299-0400
• Latest filing: 2026-04-23
• Regulatory AUM: $50.6M
• Discretionary AUM: $50.6M
• Clients: 2
• Accounts: 68

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327966 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search