{
  "crd_number": 173352,
  "slug": "generations-wealth-llc-cincinnati-oh-173352",
  "primary_business_name": "GENERATIONS WEALTH, LLC",
  "legal_name": "GENERATIONS WEALTH, LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-11-24",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 307757115.0,
  "raum_discretionary": 307757115.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9429475.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 298327640.0,
      "count": 52
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "KY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://generationswealth.com",
    "https://instagram.com/generations.wealth",
    "https://linkedin.com/company/generations-wealth-llc/mycompany",
    "https://m.facebook.com/genwealth.llc",
    "https://x.com/generationswlth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173352",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/generations-wealth-llc-cincinnati-oh-173352",
  "display_name": "Generations Wealth, LLC",
  "summary": "Generations Wealth, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Generations Wealth, LLC (CRD 173352): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Generations Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Generations Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Generations Wealth, LLC located?",
      "a": "Generations Wealth, LLC's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Generations Wealth, LLC registered with the SEC or a state?",
      "a": "Generations Wealth, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173352."
    },
    {
      "q": "How much does Generations Wealth, LLC manage?",
      "a": "Generations Wealth, LLC reports $307,757,115 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Generations Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Generations Wealth, LLC: Regulatory assets under management: $245,260,329 in the October 2021 data and $307,757,115 in the October 2026 data, up 25%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Generations Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Which custodians does Generations Wealth, LLC use?",
      "a": "Generations Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Generations Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173352"
    },
    {
      "q": "What changed in Generations Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $269,969,885 to $307,757,115 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 245260329.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 271873313.0,
      "total_employees": 7,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 244436115.0,
      "total_employees": 7,
      "filing_date": "2023-04-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 207174727.0,
      "total_employees": 8,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 269969885.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 307757115.0,
      "total_employees": 10,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $269,969,885 to $307,757,115 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/generations-wealth-llc-cincinnati-oh-173352.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 9429475.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 298327640.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173352",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}