Levi
Vandam
Generational Wealth Management
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About this Advisor
Levi Vandam is a financial advisor operating in Zeeland, Michigan who has 1 year of industry experience. Vandam currently works for Generational Wealth Management. Their career trajectory has included roles at Gen-Wealth Partners, Inc, Calvin University, Holland Christian High School and Zeeland Christian School. Vandam maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Michigan. Generational Wealth Management is an advisory business based in Zeeland, MI. The company has offices in two locations and a total of 10 employees. It has $208 million in assets under management among its 1,338 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,338 accounts, just 10% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees depend on which services the firm provides the client. However, fees charged by Generational Wealth Management likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Generational Wealth Management Brokerage Details
$208,296,056
10
1,338
$155,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Levi Vandam Work History
Levi has been registered as a financial advisor for 1 years.*
Gen-Wealth Partners, Inc
Gen-Wealth Partners, Inc
Calvin University
Holland Christian High School
Zeeland Christian School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Levi Vandam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Generational Wealth Management
Zeeland, MI
Zeeland, MI
Zeeland, MI
Zeeland, MI
Goshen, IN
Zeeland, MI
Zeeland, MI
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