Fee-only adviser · Leesburg, VA
Generational Private Wealth
Generational Private Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Leesburg, Virginia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 29, 2026, it reports $272M in regulatory assets under management, 39 individual clients and 3 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 | SEC-registered |
|---|---|
| Firm CRD number | 324954 · SEC file 801-132141 |
| Office | Leesburg, VA (mailing address; office not published) |
| Phone | (571) 244-8764 |
| Website | www.genprivatewealth.com |
| Regulatory assets under management | $272M |
| Individual clients | 19 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 29, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Leesburg
- Steigerwald, Gordon & Koch - Wealth Advisors $1.3B
- Amj Financial Wealth Management LLC $482M
- Berg Faircloth Investment Advisors $41M
- Rathnam Capital, LLC $81M
See all 5 fee-only advisers in Leesburg →
Nearby
- Ashburn 9 firms
- Potomac Falls 1 firm
- Sterling 2 firms
- Braddock Heights 1 firm
- Frederick 5 firms
- Herndon 3 firms
- Germantown 1 firm
- Middleburg 4 firms
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