SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Generations Wealth, LLC
Cincinnati, OH
CRD 173352
Firm filing updated March 30, 2026 ·
- $307.8MAssets
- 79Clients
- 6Advisory staff
- 360Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals52
- Individuals27
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 27 | $9.4 million |
| High net worth individuals | 52 | $298.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "TAX COMPLIANCE & PLANNING, INVESTMENT PLANNING & MANAGEMENT, FAMILY OFFICE SERVICES, LEGACY REVIEW"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "TAX COMPLIANCE & PLANNING, INVESTMENT PLANNING & MANAGEMENT, FAMILY OFFICE SERVICES, LEGACY REVIEW"
Assets and accounts
- Regulatory assets$307.8 million
- Accounts360
- DiscretionaryAll accounts
People
- Employees10
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 173352, SEC file 801-80555.
- Registered with the SEC as an investment advisor (status date on record: November 24, 2014).
Is Generations Wealth, LLC a fiduciary?
Short answer: Generations Wealth, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.