← Back to searchVisit website
GENERATION WEALTH MANAGEMENT
GENERATION WEALTH MANAGEMENT, LLC
CRD 286111
31 CARY RD, GREAT NECK, NY, 11021, United States
Phone
212-349-6121
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.3M
Discretionary AUM
$4.3M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.2M |
| High net worth individuals | 1 | $102K |
All web addresses on file
Official SEC filing: View on IAPD