Generations Wealth, LLC
● SEC registered since 2014CRD 173352SEC# 801-80555Cincinnati, OH
Reg. AUM
$307.8M
Employees
10
Accounts
360
Location
Cincinnati, OH
Generations Wealth, LLC assets under management
Generations Wealth, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2014. It reports $307.8 million in regulatory assets under management and employs 10 people.
Generations Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pamela Duecker Clark Control | Managing Member, Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Generations Wealth, LLC manage?
Generations Wealth, LLC reports $307.8 million in regulatory assets under management on its Form ADV.
How many employees does Generations Wealth, LLC have?
Generations Wealth, LLC reports 10 employees.
Where is Generations Wealth, LLC located?
Generations Wealth, LLC is based in Cincinnati, OH and has been SEC-registered since 2014.
Does Generations Wealth, LLC disclose fund performance?
Generations Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7707 Camargo Road, Cincinnati, OH 45243 |
| Phone | (513) 834-8056 |
| Fax | (877) 523-7005 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2070529 |
| Discloses disciplinary history | No |
Regulatory AUM
$307.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$307.8Mregulatory AUM
Discretionary $307.8M