Fee-only adviser · Irvine, CA
Dba Generational Wealth Strategies
Dba Generational Wealth Strategies is a fee-only investment adviser registered with the securities regulators of Arizona, California, with its main office in Irvine, California. On its latest Form ADV, filed February 7, 2026, it reports $52M in regulatory assets under management, 53 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, California |
|---|---|
| Firm CRD number | 111203 · SEC file 801-60216 |
| Office | 2 Venture, Suite 460 Irvine, CA 92618 |
| Phone | (949) 468-2000 |
| Website | www.familywealthleadership.com |
| Regulatory assets under management | $52M |
| Individual clients | 39 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Irvine
- Cooper McManus $2.9B
- Index Fund Advisors, Inc. $5.9B
- Tempus Wealth Planning, LLC $699M
- Three Arch Wealth Management LLC $662M
- Prosperity Wealth Planning LLC $269M
- Capital CS Group, LLC $227M
See all 52 fee-only advisers in Irvine →
Nearby
- Lake Forest 4 firms
- Foothill Ranch 1 firm
- Laguna Hills 7 firms
- Mission Viejo 9 firms
- Aliso Viejo 6 firms
- Tustin 7 firms
- Laguna Beach 6 firms
- Newport 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Dba Generational Wealth Strategies? Update this listing.