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They include 72 high-net-worth individuals, 48 individual clients and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MB Generational Wealth offer?","answer":"MB Generational Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MB Generational Wealth charge?","answer":"MB Generational Wealth charges up to 1.50% for its Investment management. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.","source":"MB GENERATIONAL WEALTH ADV PART 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MB Generational Wealth use?","answer":"MB Generational Wealth’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $281M and Charles Schwab & Co., Inc. (San Francisco, CA), with $121M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MB Generational Wealth have?","answer":"MB Generational Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MB Generational Wealth invest in?","answer":"At the end of its last fiscal year, MB Generational Wealth’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 8% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MB Generational Wealth?","answer":"MB Generational Wealth is owned through a holding company by Mark Burnham. Its direct owners are Andrew Bloom (10% to 25%), David Martin (50% to 75%) and Educap LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MB Generational Wealth get paid?","answer":"MB Generational Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact MB Generational Wealth?","answer":"MB Generational Wealth’s main office is at 111 S. Post Street, Suite 2250, Spokane, WA 99201-6021. Its phone number is 509-703-5715. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}