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| Generations Wealth LLC
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|---|---|
| CRD # | 173352 |
| SEC # | 801-80555 |
| CIK # | 0002070529 |
| AUM | 307.8 M (2026-03-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 513-834-8056 |
| Address | 7707 Camargo Road Cincinnati, OH 45243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 1.0 | ||
| Cincinnati Financial Corp | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 9.4 |
| (b) Individuals (high net worth individuals) | 52 | 298.3 |
| (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 | 360 | 307.8 |
| By Discretionary | ||
| Discretionary | 360 | 307.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 360 | 307.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.8 | |
| Total | 360 | 307.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002070529] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Finivi Inc
✚
|
MA | 308.4 M |
|
Covington & Associates Inc
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NJ | 308.2 M |
|
Broadway Wealth Solutions Inc
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TX | 308.1 M |
|
TKG Advisors LLC
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IN | 308.0 M |
|
AllSquare Wealth Management LLC
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NY | 307.8 M |
|
Marathon Wealth Advisors LLC
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MA | 307.8 M |
|
Holland Advisory Services Inc
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|
FL | 307.7 M |
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |
|
Copley Investment Management LLC
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|
307.3 M | |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 306.9 M |