# MB GENERATIONAL WEALTH, LLC

MB GENERATIONAL WEALTH, LLC of SPOKANE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 327967
- Type: SEC-registered investment adviser
- SEC file number: 801-128683
- Location: 111 S. POST STREET, SUITE 2250, SPOKANE, WA, 99201-6021
- Phone: 509-703-5715
- Latest filing: 2026-03-19
- Regulatory AUM: $404.4M
- Discretionary AUM: $278.4M
- Non-discretionary AUM: $126.0M
- Clients: 3
- Accounts: 398

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Andrew J Bloom | CHIEF COMPLIANCE OFFICER | — |
| David Kohl Martin | OWNER OF LLC | — |
| Mark Burnham | OWNER OF LLC | — |
| MARTIN DAVID KOHL | OWNER OF LLC | — |
| BLOOM RICHARD J | CHIEF COMPLIANCE OFFICER | — |
| Burnham Mark | OWNER OF LLC | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327967/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327967/similar
- Related entities: https://search.stillhousedata.com/firm/327967/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327967

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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.