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MB Gen Wealth
MB Gen Wealth was established in 2023 by David Martin, Mark Burnham and Andrew Bloom. The firm operates as an independent fee-only RIA and multi-family office.
MB Gen Wealth
MB Gen Wealth was established in 2023 by David Martin, Mark Burnham and Andrew Bloom. The firm operates as an independent fee-only RIA and multi-family office. Cain Martin serves as Associate Wealth Manager. The firm allocates across private equity, private credit and infrastructure. It targets growth and Series B stages. Geographic reach includes North America, Europe, Asia, Africa, South America and the Middle East & Central Asia. Sector exposure covers ClimateTech, FinTech, Digital Health, PropTech, Healthcare Services, Energy Transition & Renewables and Sports & Wellness. Team size and additional offices remain undisclosed. The firm maintains relationships with the Bloom Foundation, Gleason Initiative Foundation and YWCA of Spokane. No operational events from the past 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2023
Location
Region
North America
Country
United States
City
Spokane
Corporate office
111 S Post St. Ste 2250, Spokane, WA 99201, United States
Principals
Cain Martin
Associate Wealth Manager
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at MB Gen Wealth?
David Martin, Mark Burnham and Andrew Bloom serve as co-founders. Cain Martin holds the role of Associate Wealth Manager.
Is MB Gen Wealth structured as a single family office or multi-family office?
The firm operates as a multi-family office and registered investment adviser. It serves multiple client families rather than a single lineage.
What asset classes does MB Gen Wealth deploy into?
Allocations include private equity, private credit and infrastructure. The firm also engages growth equity and Series B opportunities.
Which regions does MB Gen Wealth cover?
The firm maintains exposure across North America, Europe, Asia, Africa, South America and the Middle East & Central Asia.
Does MB Gen Wealth maintain separate philanthropic vehicles?
The firm lists relationships with the Bloom Foundation, Gleason Initiative Foundation and YWCA of Spokane.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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