Generations Wealth LLC

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Assets, Funds, Holdings

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Generations Wealth LLC
CRD #173352
SEC #801-80555
CIK #
AUM $207.2 MM (2024-03-29)
Employees 8 (75% Investors, 0% Brokers)
Phone513-834-8056
Address5947 Deerfield Blvd
Mason, OH 45040
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
60048036024012002009201420192025
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
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