SEC Form ADV · CIK 2070529

GENERATIONS WEALTH, LLC

Firm profile: Generations Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOH

$307.8M

Assets Under Management

360

Total Clients

Employees

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Registration Details

CIK: 2070529
Accession: CRD-173352
Location: CINCINNATI, OH
Filing Date: March 30, 2026
AUM: $307.8M
Total Clients: 360
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

GENERATIONS WEALTH, LLC is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $307.8M in assets across 360 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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