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 serves primarily individual and family clients and structures fees as a mix of percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning plus portfolio management for individuals, small businesses, and business or institutional clients. The adviser does not position itself as a capital allocator or pension consultant and is not registered as a multi-state adviser. FINTRX flags the firm as not being an active ESG investor. Custody and execution relationships (see Assets & Accounts) indicate third‑party custodians are used to hold client assets rather than proprietary brokerage.
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 1
Pamela Clark
Founder & CEOCRD 5156194
Contacts
1 of 1
Ryoichi Tsuchiya
Investment ManagerCRD 3120557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$102M in ETFs
19%
$19.6M
79%
$82.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $31.9M | 719,635 | 31.32% |
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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