Levi Vandam
Investment adviser representative at Generational Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$394.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Generational Wealth, Inc.Aug 2022 to now
- Gen-wealth Partners, Inc.Jan 2022 to now
- Private Client ServicesJun 2023 to Sep 2025
- Calvin UniversityAug 2018 to Dec 2021
- Holland Christian High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Generational Wealth, Inc.
$394.8MAssets managed
665Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7263206
- Firm CRD
- 281330