GENERATIONS WEALTH PLANNING LLC
CRD #294608 SEC #801-112852 SARASOTA, FL 941-316-0282
SEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
Employees
3
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $4.7M | $4.7M | $0 | 3 | 0 |
| Feb 2021 | $165.2M | $165.2M | $0 | 3 | 0 |
| Jun 2020 | $161.3M | $161.3M | $0 | 3 | 0 |
| Feb 2020 | $161.3M | $161.3M | $0 | 3 | 0 |
| Apr 2019 | $132M | $132M | $0 | 3 | 0 |
| Feb 2019 | $132M | $132M | $0 | 3 | 0 |
| Jun 2018 | $133.8M | $133.8M | $0 | 3 | 0 |
| Apr 2018 | $0 | $0 | $0 | 3 | 0 |
| Mar 2018 | $0 | $0 | $0 | 3 | 0 |
| Mar 2018 | $0 | $0 | $0 | 3 | 0 |
DateApr 2022
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0