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| Happy Holidays!! thanks for using AUM13F!! |
| Generations Wealth LLC
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| CRD # | 173352 |
| SEC # | 801-80555 |
| CIK # | |
| AUM | $270.0 M (2025-03-31) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 513-834-8056 |
| Address | 5947 Deerfield Blvd Mason, OH 45040 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.0 |
| (b) Individuals (high net worth individuals) | 48 | 262.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 270.0 |
| By Discretionary | ||
| Discretionary | 334 | 270.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 334 | 270.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.0 | |
| Total | 334 | 270.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Perritt Capital Management Inc
✚
|
IL | 0.3 |
|
Toomey Investment Management Inc
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CT | 0.3 |
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Albanyadvisor Group LLC
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NY | 0.3 |
|
OFG Financial Services Inc
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KS | 0.3 |
|
Monere Wealth Management Inc
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IL | 0.3 |
|
Cove Private Wealth LLC
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NY | 0.3 |
|
Spectrum Wealth Management LLC
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|
CA | 0.3 |
|
Optimum Financial Services LLC
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|
MS | 0.3 |
|
Fortress Wealth Management Inc
✚
|
CA | 0.3 |
|
Tieton Capital Management LLC
✚
|
WA | 0.3 |