Generational Wealth Advisors

  • Financial Services
  • Richardson TX
  • 8 employees
Employee Directory Email Format Management Departments
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Company Overview

Website
generationalwealthadv.com
Employees
8
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

Generational Wealth Advisors Recognized by USA TODAY and Statista as a Top 500 RIA

  • May 9, 2025
  • businesswire.com

These Are Dallas-Fort Worth’s Top Wealth Managers for 2024

  • Nov 4, 2024
  • dmagazine.com

The Best Financial Planners in Dallas-Fort Worth for 2024

  • Nov 4, 2024
  • dmagazine.com

Generational Equity Advises B.I.G. Studio in its Sale to Private Investors

  • Mar 5, 2024
  • businesswire.com

Generational Group Named Consulting Firm of the Year by The M&A Advisor

  • Dec 6, 2023
  • businesswire.com

The Best Financial Planners in Dallas-Fort Worth for 2023

  • Nov 9, 2023
  • dmagazine.com

Who is Generational Wealth Advisors

Generational Wealth Advisors is an award-winning wealth management firm based in Richardson, Texas. The company employs 8 people and generates an estimated $2.5 million in annual revenue. Generational Wealth Advisors develops personalized wealth management strategies for a diverse clientele that includes business owners, professionals, and corporate executives. Their services are designed to help clients achieve their financial goals by growing, protecting, and transferring their wealth. As a fee-only Registered Investment Advisor, Generational Wealth Advisors prioritizes independent and objective advice. Their strategies are tailored to each client's unique needs and circumstances. To learn more about Generational Wealth Advisors and their services, please visit their website at generationalwealthadv.com.

Company Leadership

Kathleen Martin

Director of Client Services

Phone Email

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FAQ

What is the location of Generational Wealth Advisors's headquarters?
The headquarters of Generational Wealth Advisors are situated at 3400 N Central Expy, 100, Richardson TX
What is Generational Wealth Advisors's official website?
The official website of Generational Wealth Advisors can be found at generationalwealthadv.com.
What is Generational Wealth Advisors's current revenue?
As of October 2019, Generational Wealth Advisors's annual revenue reached $3B.
How many employees does Generational Wealth Advisors currently have?
Generational Wealth Advisors employs approximately 8+ people as of October 2019
Which industries is Generational Wealth Advisors primarily operating in?
Generational Wealth Advisors operates in the following industries: Credit, Finance
Who is the Director of Client Services of Generational Wealth Advisors?
Generational Wealth Advisors's Director of Client Services is Kathleen Martin

Employee Directory

Key Employees

Sarah Crowe

Senior Wealth Management Advisor

Phone Email

Gina Aldaz

Director Of Client Development

Phone Email