Mb Gen Wealth

$404.4MAssets under management
as of Mar 2026 · SEC Form ADV
Spokane, WA
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No one at Mb Gen Wealth has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $239M held · filed Jan 2024
Schwab
Per Form ADV · $93M held · filed Jan 2024