Generational Private Wealth logo

Generational Private Wealth

Updated today

Client assets under management

$260,635,670

Clients

39

51% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Average account size

$6,682,966

About

Generational Private Wealth is a small, SEC‑registered advisory firm that manages approximately $271.9 million for a concentrated roster of 39 client relationships and is supported by three advisors. The firm serves high‑net‑worth and individual clients, as well as trusts, retirement plans, endowments, and foundations, offering discretionary wealth management, investment management, and advanced financial planning services.

The firm follows a strategic asset allocation framework grounded in fundamental analysis and modern portfolio principles, implementing portfolios primarily with institutional mutual funds, ETFs and select individual securities, and documenting objectives in written investment policy statements. GPW typically recommends Charles Schwab as custodian, uses discretionary rebalancing rather than calendar‑based trading, may engage third‑party sub‑advisers, and discloses its ERISA fiduciary role when advising retirement accounts.

What distinguishes GPW from many peers is its stated $20 million minimum account requirement (subject to discretionary waivers and grandfathering of pre‑existing clients), which together with a small client base produces more concentrated, bespoke relationships than is typical for supported firms. The firm also moved its registration from Puerto Rico to the SEC in March 2025, employs advisors with advanced credentials (CFP, CPWA, and Enrolled Agent), and documents a trade‑error policy that directs custodial error gains to charity.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning Wealth management Tax-loss harvesting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

0.25% to 1.25% annually

Other

Account minimum: $20,000,000 Fee-only: Fee-only basis for wealth management and investment management services.

Most active in

District of Columbia · Maryland · Puerto Rico · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Frederick H

CFP®

Washington, DC

Generational Private Wealth

Frederick Hubach is a CFP® professional with six years of industry experience. He is currently with Generational Private Wealth, where he has worked since 2025. His prior experience includes roles at Belgrade Wealth Management LLC, Hemington Wealth Management, and Andersen. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities, offering discretionary investment management and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million across 49 client relationships.

General retirement planning Income planning Wealth management Tax-loss harvesting
user avatar

Travis J

CFP®

Ashburn, VA

Generational Private Wealth

Travis Johnson is a CFP® professional with nine years of industry experience. He has worked at Generational Private Wealth since 2025 and previously spent eight years at Hemington Wealth Management, LLC. Generational Private Wealth serves high-net-worth individuals, trusts, retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm emphasizes strategic asset allocation, diversification, and fundamental analysis, managing approximately $263 million in assets across 49 client relationships.

General retirement planning Income planning Wealth management Tax-loss harvesting
user avatar

Ryon B

Series 65

San Juan, PR

Generational Private Wealth

Ryon Beyer is a financial advisor at Generational Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hemington Wealth Management, LLC for ten years before joining Las Marias Consulting LLC. Generational Private Wealth serves high-net-worth individuals, trusts, employer-sponsored retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm focuses on strategic asset allocation, diversification, and fundamental analysis, managing accounts primarily through mutual funds and ETFs with ongoing supervision and rebalancing.

General retirement planning Income planning Wealth management Tax-loss harvesting
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")