# Generation Wealth Management

> Generation Wealth Management is a state-registered investment advisory firm in Great Neck, NY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 31, 2026.

- CRD: 286111
- Filed as: GENERATION WEALTH MANAGEMENT
- Legal name: Generation Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Great Neck, NY
- Filing period: October 2026
- Form ADV filing dated: May 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286111
- AdvisorCensus page: https://advisorcensus.com/firm/generation-wealth-management-great-neck-ny-286111

## Quick answers

**How is Generation Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Generation Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Generation Wealth Management located?**
Generation Wealth Management's principal office is in Great Neck, NY, according to its Form ADV.

**Is Generation Wealth Management registered with the SEC or a state?**
Generation Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286111.

**How much does Generation Wealth Management manage?**
Generation Wealth Management reports $4,330,000 in regulatory assets under management in its Form ADV filing dated May 31, 2026 (100% discretionary).

**What types of clients does Generation Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (1).

**Does Generation Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286111

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,330,000
- Discretionary: $4,330,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,228,000 |
| High net worth individuals | 1 | $102,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genwealthnyc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generation Wealth Management (CRD 286111): Form ADV filing data as of October 2026.