---
title: The Gen-Wealth Awards ┃Funds Society
description: The Gen-Wealth Awards are a Funds Society awards initiative, presented as part of the Funds Society Leaders Summit with CFA Society Miami
---

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# Funds Society GEN-WEALTH AWARDS: application is now open

The **Gen-Wealth Awards** are an initiative by **Funds Society**, presented as part of the **Funds Society Leaders Summit with CFA Society Miami**, taking place in **Miami** on **April 21**. The awards recognize outstanding financial advisors and advisory teams at different career stages, honoring achievement in scale and growth—from rising talent to lifetime achievement.

 

A core goal of the **Gen-Wealth Awards** is to spotlight how different generations strengthen the leadership pipeline and support long-term continuity in the advisory industry. In addition to the individual awards by generation, the program includes a team category that highlights firms where multiple generations are actively working together in the advisory business.

Selections will be made jointly by **CFA Society Miami** and **Funds Society.**

**Funds Society GEN-WEALTH Awards** are open to any advisors who meet the following requirements per category:

Gen Z Advisor of the Year

- Date of Birth between 1997 and 2012
- Minimum of $10 million in Assets Under Management (AUM)
- At least 3 years of industry experience
- Minimum of 2 years at current firm
- Clean regulatory record

Millennial Advisor of the Year

- Date of Birth between 1981 and 1996
- Minimum of $70 million in Assets Under Management (AUM)
- At least 7 years of industry experience
- Minimum of 2 years at current firm
- Clean regulatory record

Gen X Advisor of the Year

- Date of Birth between 1965 and 1980
- Minimum of $150 million in Assets Under Management (AUM)
- At least 15 years of industry experience
- Minimum of 2 years at current firm
- Clean regulatory record

Lifetime Achievement Advisor of the Year

- Date of Birth before 1965
- Minimum of $500 million in Assets Under Management (AUM)
- Over 30 years of industry experience
- Minimum of 2 years at current firm
- Clean regulatory record

Multigenerational Advisory Team Award

- At least three generations represented within the team
- Minimum of $500 million in combined Assets Under Management (AUM)
- Minimum of 2 years at current firm
- Clean regulatory record

![Newsletter_Gen-Wealth_Awards](https://info.fundssociety.com/hubfs/Newsletter_Gen-Wealth_Awards.png "Newsletter_Gen-Wealth_Awards")

 

If you have any questions about the process, please contact [elena.santiso@fundssociety.com](mailto:elena.santiso@fundssociety.com)

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