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Generations Wealth LLC
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CRD # | 173352 |
SEC # | 801-80555 |
CIK # | |
AUM | $207.2 MM (2024-03-29) |
Employees | 8 (75% Investors, 0% Brokers) |
Phone | 513-834-8056 |
Address | 5947 Deerfield Blvd Mason, OH 45040 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 31 | 9.8 |
(b) Individuals (high net worth individuals) | 40 | 197.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 298 | 207.2 |
By Discretionary | ||
Discretionary | 298 | 207.2 |
Non-Discretionary | 0 | 0.0 |
Total | 298 | 207.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 207.2 | |
Total | 298 | 207.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
E A Horwitz LLC
✚
|
IL | 0.2 |
Vista Advisor Group LLC
✚
|
CA | 0.2 |
Pursue Wealth Partners LLC
✚
|
CA | 0.2 |
Gradient Advisors LLC
✚
|
MN | 0.2 |
Continuum Wealth Advisors LLC
✚
|
NY | 0.2 |
Conquis Financial LLC
✚
|
CA | 0.2 |
The Herbst Group LLC
✚
|
CT | 0.2 |
Caerus Investment Advisors LLC
✚
|
TX | 0.2 |
Hardy & Hardy Co LLC
✚
|
OH | 0.2 |
Portfolio Advisors Inc
✚
|
CA | 0.2 |