← Back to searchVisit website
GENERATIONS WEALTH, LLC
CRD 173352 · SEC 801-80555
7707 CAMARGO ROAD, CINCINNATI, OH, 45243, United States
Phone
(513) 834-8056
Fax
(877) 523-7005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.8M
Discretionary AUM
$307.8M
Team
10 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)TAX COMPLIANCE & PLANNING, INVESTMENT PLANNING & MANAGEMENT, FAMILY OFFICE SERVICES, LEGACY REVIEW
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $9.4M |
| High net worth individuals | 52 | $298.3M |
States served
CA, KY, OH, TX
All web addresses on file
Official SEC filing: View on IAPD