GENERATIONS WEALTH, LLC
CRD #173352 SEC #801-80555 MASON, OH (513) 834-8056
SEC Registered
Total AUM
$270M
Discretionary
$270M
Employees
9
Clients
26
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $270M | $270M | $0 | 9 | 0 |
| Mar 2024 | $207.2M | $207.2M | $0 | 8 | 0 |
| Apr 2023 | $244.4M | $244.4M | $0 | 7 | 0 |
| Mar 2022 | $271.9M | $271.9M | $0 | 7 | 4 |
| Nov 2021 | $245.3M | $245.3M | $0 | 7 | 2 |
| Mar 2021 | $245.3M | $245.3M | $0 | 7 | 2 |
| Oct 2020 | $224.8M | $224.8M | $0 | 9 | 1 |
| Oct 2020 | $224.8M | $224.8M | $0 | 9 | 1 |
| Sep 2020 | $224.8M | $224.8M | $0 | 9 | 1 |
| Jun 2020 | $224.8M | $224.8M | $0 | 9 | 1 |
| Apr 2020 | $224.8M | $224.8M | $0 | 9 | 1 |
| Mar 2020 | $224.8M | $224.8M | $0 | 9 | 1 |
| Mar 2019 | $185.3M | $176.3M | $9.1M | 10 | 4 |
| Sep 2018 | $188.2M | $176.1M | $12.1M | 11 | 4 |
| May 2018 | $188.2M | $176.1M | $12.1M | 11 | 4 |
| Mar 2018 | $576.7M | $473.5M | $103.1M | 8 | 6 |
| Aug 2017 | $515M | $423.2M | $91.9M | 9 | 200 |
| Jul 2017 | $515M | $423.2M | $91.9M | 9 | 200 |
| May 2017 | $515M | $423.2M | $91.9M | 9 | 200 |
| Mar 2017 | $484M | $404.5M | $79.6M | 9 | 200 |
| Nov 2016 | $388M | $313.2M | $74.8M | 7 | 200 |
| Mar 2016 | $388M | $313.2M | $74.8M | 7 | 200 |
| Feb 2016 | $336.2M | $255.2M | $81.1M | 4 | 100 |
| Nov 2015 | $336.2M | $255.2M | $81.1M | 4 | 100 |
| Jun 2015 | $336.2M | $255.2M | $81.1M | 4 | 100 |
| Apr 2015 | $336.2M | $255.2M | $81.1M | 4 | 100 |
| Mar 2015 | $325.9M | $247.5M | $78.5M | 4 | 100 |
| Mar 2015 | $325.9M | $247.5M | $78.5M | 4 | 100 |
| Nov 2014 | $0 | $0 | $0 | 4 | 0 |
| Oct 2014 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$207.2M
Discretionary$207.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees7
Clients4
DateNov 2021
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees7
Clients2
DateMar 2021
Total AUM$245.3M
Discretionary$245.3M
Non-Disc.$0
Employees7
Clients2
DateOct 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees9
Clients1
DateOct 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees9
Clients1
DateSep 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees9
Clients1
DateJun 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees9
Clients1
DateApr 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2019
Total AUM$185.3M
Discretionary$176.3M
Non-Disc.$9.1M
Employees10
Clients4
DateSep 2018
Total AUM$188.2M
Discretionary$176.1M
Non-Disc.$12.1M
Employees11
Clients4
DateMay 2018
Total AUM$188.2M
Discretionary$176.1M
Non-Disc.$12.1M
Employees11
Clients4
DateMar 2018
Total AUM$576.7M
Discretionary$473.5M
Non-Disc.$103.1M
Employees8
Clients6
DateAug 2017
Total AUM$515M
Discretionary$423.2M
Non-Disc.$91.9M
Employees9
Clients200
DateJul 2017
Total AUM$515M
Discretionary$423.2M
Non-Disc.$91.9M
Employees9
Clients200
DateMay 2017
Total AUM$515M
Discretionary$423.2M
Non-Disc.$91.9M
Employees9
Clients200
DateMar 2017
Total AUM$484M
Discretionary$404.5M
Non-Disc.$79.6M
Employees9
Clients200
DateNov 2016
Total AUM$388M
Discretionary$313.2M
Non-Disc.$74.8M
Employees7
Clients200
DateMar 2016
Total AUM$388M
Discretionary$313.2M
Non-Disc.$74.8M
Employees7
Clients200
DateFeb 2016
Total AUM$336.2M
Discretionary$255.2M
Non-Disc.$81.1M
Employees4
Clients100
DateNov 2015
Total AUM$336.2M
Discretionary$255.2M
Non-Disc.$81.1M
Employees4
Clients100
DateJun 2015
Total AUM$336.2M
Discretionary$255.2M
Non-Disc.$81.1M
Employees4
Clients100
DateApr 2015
Total AUM$336.2M
Discretionary$255.2M
Non-Disc.$81.1M
Employees4
Clients100
DateMar 2015
Total AUM$325.9M
Discretionary$247.5M
Non-Disc.$78.5M
Employees4
Clients100
DateMar 2015
Total AUM$325.9M
Discretionary$247.5M
Non-Disc.$78.5M
Employees4
Clients100
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0