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GENERATIONS WEALTH, LLC

CINCINNATI, OH · CRD 173352 · IAPD ↗ · generationswealth.com · (513) 834-8056

$307.8MRegulatory AUM
6Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — GENERATIONS WEALTH, LLC moved its main office from MASON, OH to CINCINNATI, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2025 — GENERATIONS WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2025 — GENERATIONS WEALTH, LLC reported RAUM up 30% ($207.2M -> $270.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.