# Generations Wealth

Generations Wealth is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Mason, OH, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** generationswealth.com
- **LinkedIn:** https://www.linkedin.com/company/generations-wealth

## Regulatory record

- **CRD number:** 173352
- **SEC file number:** 801-80555
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173352

## About

Founded in 2006 and headquartered in Mason, Ohio, Generations Wealth provides investment advisory and financial planning services. The firm serves a mix of individuals, families, and institutional clients. Its service model emphasizes discretionary asset management, meaning the firm makes day-to-day portfolio decisions on behalf of its clients. The firm's strategy is rooted in traditional wealth management rather than alternative asset origination. Its core offering is discretionary portfolio management, which typically encompasses public equities, fixed income, and pooled vehicles. Generations Wealth does not publicly market direct co-investment opportunities, SPVs, or proprietary venture funds. Team size and total assets under management are not publicly disclosed. The firm maintains a modest online footprint consistent with a private advisory practice. No secondary offices, philanthropic foundations, or adjacent operating companies are publicly known. Generations Wealth has not announced any recent fund closings, leadership transitions, or new vehicle launches in the last 24 months. The firm's structural differentiator is its position as a locally rooted, discretionary manager serving a multi-client book. Unlike a single-family office designed to serve one wealth creator, Generations Wealth aggregates assets from multiple households and institutions. This multi-client architecture shapes its investment posture toward scalable, model-driven portfolio solutions.

## Questions

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

Generations Wealth does not publicly advertise participation in private fund commitments, direct co-investments, or venture capital. Its stated focus is discretionary portfolio management and financial planning, which primarily involves allocating to public securities and traditional managed products. There is no public evidence of alternative asset origination.

### What is Generations Wealth's known posture on co-investments alongside external GPs?

Generations Wealth has not disclosed any co-investment activity alongside external general partners. The firm operates as a traditional advisory practice rather than an institutional allocator with a private markets program. As such, co-investment rights and GP relationships are not a feature of its publicly known model.

### What investment stages does Generations Wealth typically target?

Generations Wealth does not target private investment stages such as seed, venture, or growth equity. Its discretionary management focuses on liquid, publicly traded markets and asset allocation across traditional asset classes. The firm serves clients seeking ongoing portfolio management rather than transactional private investing.

## Related profiles

- [Generations Fund](https://altss.com/profile/generations-fund)
- [Generations Wealth Planning](https://altss.com/profile/generations-wealth-planning)

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Last updated: 2026-08-11T02:43:31.692Z

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