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Generations Wealth, LLC

● SEC registered since 2014CRD 173352SEC# 801-80555Mason, OH
Export (members)
Reg. AUM
$270M
Employees
9
Accounts
334
Location
Mason, OH

Generations Wealth, LLC assets under management

Generations Wealth, LLC is an SEC-registered investment adviser based in Mason, OH. The firm has been registered since 2014. It reports $270 million in regulatory assets under management and employs 9 people.
www.generationswealth.comView on SEC.gov ↗

Generations Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Pamela Duecker Clark ControlManaging Member, Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Generations Wealth, LLC manage?

Generations Wealth, LLC reports $270 million in regulatory assets under management on its Form ADV.

How many employees does Generations Wealth, LLC have?

Generations Wealth, LLC reports 9 employees.

Where is Generations Wealth, LLC located?

Generations Wealth, LLC is based in Mason, 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

Address5947 Deerfield Blvd, Suite 202, Mason, OH 45040
Phone(513) 834-8056
Fax(877) 523-7005
Office hours9:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2070529
Discloses disciplinary historyNo

Assets under management

Discretionary$270M
Non-discretionary$0
Total (RAUM)$270M