GENERATIONS WEALTH, LLC

5947 Deerfield Blvd
Suite 202
Mason, Ohio 45040
Tel: (513) 834-8056

About GENERATIONS WEALTH, LLC

GENERATIONS WEALTH, LLC, formally registered with the SEC as GENERATIONS WEALTH, LLC. The firm was established in 11/24/2014. They have over 1 offices throughout the country.

GENERATIONS WEALTH, LLC is a Mason, Ohio based Financial Planning firm with nearly $207,174,727 assets under management, offering retirement planning & investment advisory services to 298 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173352
SEC#	801-80555
Assets Managed by Firm	$207,174,727
No. of Clients	298
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (TAX PLANNING & COMPLIANCE; INVESTMENT CONSULTING; PERSONAL CFO; FAMILY OFFICE SVCS)

Firm Client Information

	No. of Clients	AUM
Firm Total	298	$207,174,727
Individuals (other than high net worth individuals)	31	$9,766,646
High net worth individuals	40	$197,408,081

More Retirement Planning firms in Mason, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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