Generations Wealth LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Generations Wealth LLC ✚
CRD #	173352
SEC #	801-80555
CIK #
AUM	$185.3 MM (95% Disc, 100% US)
Employees	10 (40% Investors, 0% Brokers)
Phone	513-834-8056
Address	5947 Deerfield Blvd Mason, OH 45040
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Pachira Investments Inc ✚	CA	0.2
Berents & Hess Capital Management Inc ✚	MA	0.2
Azure Fund Managers Limited ✚		0.2
Bell Wealth Management Inc ✚	TX	0.2
Mendota Financial Group LLC ✚	WI	0.2
Comprehensive Wealth Solutions LLC ✚	FL	0.2
Investment Management Consultants ✚	NV	0.2
Smith Financial Investment Advisors Inc ✚	IN	0.2
Klosters Capital LLC ✚	FL	0.2
Pacific Advisory Group Inc ✚	CA	0.2

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