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Multi-Family OfficeRIA · CRD 323975State-Registered Investment Adviser

Updated:

Generations Wealth Design

GENERATIONS WEALTH DESIGN is a state-registered investment adviser in Topeka, KS. The firm manages approximately $52 million in regulatory assets.

Overview

GENERATIONS WEALTH DESIGN is a state-registered investment adviser in Topeka, KS. The firm manages approximately $52 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Topeka

Corporate office

Ormond Beach, FL, United States

Sector focus

Wealth ManagementFinancial PlanningPrivate Wealth

Frequently asked questions

Who runs investment decisions at Generations Wealth Design?

The firm's leadership is not publicly named in SEC filings or press coverage. As a registered RIA, investment decisions are made by a team of advisors operating under a fiduciary framework, with oversight from a chief compliance officer.

How does Generations Wealth Design source proprietary deal flow?

The firm does not appear to pursue proprietary direct deals. Its model is advisory-led, meaning it sources investment opportunities through external asset managers, custodians, and market research rather than sourcing private placements directly.

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