# Generation Wealth Management

Generation Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://generationwealth.org
- **LinkedIn:** https://www.linkedin.com/company/genwealthnyc

## Regulatory record

- **CRD number:** 286111
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286111

## About

GENERATION WEALTH MANAGEMENT is a state-registered investment adviser in NEW YORK CITY, NY. The firm manages approximately $3 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### Does Generation Wealth Management participate in fund commitments or only direct deals?

The firm engages in both fund commitments and direct co-investments. It allocates capital to external fund managers across private equity, real estate, and fixed income, while also making direct investments alongside GPs. The balance between these approaches is tailored to each client's portfolio strategy.

### What investment stages does Generation Wealth Management typically target?

The firm's investment scope includes public equities, fixed income, private equity, and real estate. It does not publicly specify stage preferences such as venture, growth, or buyout. Its approach is opportunistic, focusing on diversification and wealth preservation across asset classes.

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Last updated: 2026-07-06T01:24:17.226Z

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