# Generations Wealth, LLC

> 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.

- CRD: 173352
- Filed as: GENERATIONS WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173352
- AdvisorCensus page: https://advisorcensus.com/firm/generations-wealth-llc-cincinnati-oh-173352

## Quick answers

**How is Generations Wealth, LLC compensated?**
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).

**Where is Generations Wealth, LLC located?**
Generations Wealth, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Generations Wealth, LLC registered with the SEC or a state?**
Generations Wealth, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173352.

**How much does Generations Wealth, LLC manage?**
Generations Wealth, LLC reports $307,757,115 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Generations Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Generations Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (27).

**Which custodians does Generations Wealth, LLC use?**
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.

**Does Generations Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Generations Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $269,969,885 to $307,757,115 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $307,757,115
- Discretionary: $307,757,115
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $9,429,475 |
| High net worth individuals | 52 | $298,327,640 |

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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, KY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- generationswealth.com
- Instagram @generations.wealth
- LinkedIn @generations-wealth-llc
- Facebook @genwealth.llc
- X @generationswlth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $245,260,329 | 7 | March 31, 2021 |
| October 2022 | $271,873,313 | 7 | March 28, 2022 |
| October 2023 | $244,436,115 | 7 | April 1, 2023 |
| October 2024 | $207,174,727 | 8 | March 29, 2024 |
| October 2025 | $269,969,885 | 9 | March 31, 2025 |
| October 2026 | $307,757,115 | 10 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $269,969,885 to $307,757,115 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generations Wealth, LLC (CRD 173352): Form ADV filing data as of October 2026.