GENERATIONS WEALTH, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 173352
- Registered since
- November 24, 2014
- Website
- www.generationswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.94%
- Individuals3.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Generations Wealth, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm is owned by an individual and focuses on serving individual and family clients. Its fee model combines a percentage-of-AUM schedule with fixed fees. Primary advisory activities disclosed include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities34%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1PAMELA CLARK
Founder & CEOCRD 5156194
Contacts
1 of 1RYOICHI TSUCHIYA
Investment ManagerCRD 3120557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$101M in ETFs
20%
$20M
79%
$81.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $27.4M | 705,040 | 27.08% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 7707 Camargo Rd
- Time zone
- ET (UTC-5)
- Office locations
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