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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

GENERATIONS WEALTH PLANNING LLC

CRD 294608

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5098d329-2eb4-0281-d49d-6951aec254bc

Data as of Apr 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Mar 16, 2018 to Apr 21, 2022
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.7MItem 5.F on the latest filing (2022-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.7M
Private client RAUM: $4.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 8
Individual clients: 4
High net worth clients: 0
Custody, client assets: $1.1M
SEC number: 801-112852
CRD: 294608
Filings on the tape: 11
First filed: Mar 16, 2018
Latest filed: Apr 21, 2022
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LYONS, KEVIN, M	CHIEF COMPLIANCE OFFICER	B	yes	03/2018	Mar 16, 2018	Apr 21, 2022
LYONS, ROBERT, EMMETT	MANAGING MEMBER	D	yes	06/2016	Mar 16, 2018	Apr 21, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Apr 21, 2022	$4.7M	$4.7M	3	3	1	n/a	n/a
2020	Feb 19, 2021	$165M	$165M	3	3	1	n/a	n/a
2019	Feb 27, 2020	$161M	$161M	3	3	1	n/a	n/a
2018	Feb 28, 2019	$132M	$132M	3	3	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$4.7M	$165M	-97.2%	$132M	-67.1%	3	3	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Onedigital	2	Dec 1, 2022	Dec 18, 2025	SARASOTA, FL	Team lift out	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HAYDEN ROYAL	2	Jul 10, 2018	Apr 25, 2018	CHARLOTTE, NC	Team lift out	RIA to RIA	6.1%

Relationships

Controls (2)

← LYONS, ROBERT, EMMETTOwnerMANAGING MEMBER, ownership code D, individual
Mar 16, 2018 to presentfactForm ADV
← LYONS, KEVIN, MOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 16, 2018 to presentfactForm ADV

Moved with (2)

→ ONEDIGITALRegistered adviser2 advisors, team lift out, same day
Dec 1, 2022 to Dec 18, 2025factForm ADV
← HAYDEN ROYALRegistered adviser2 advisors, team lift out
Jul 10, 2018 to Apr 25, 2018factForm ADV

Registered with (3)

← ROBERT EMMETT LYONSAdvisorregistration: previous registration
Apr 25, 2018 to Dec 1, 2022factForm ADV
← KEVIN M LYONSAdvisorregistration: previous registration
Apr 23, 2018 to Dec 1, 2022factForm ADV
← TERRY JOHN HASTINGSAdvisorregistration: previous registration
Apr 1, 2019 to Dec 31, 2021factForm ADV

Dated events

Occurred
Dec 1, 2022
Team lift-out
2 advisors left Generations Wealth Planning LLC (Sarasota, FL) for Onedigital on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 1, 2022
Advisor changed firm
Kevin M Lyons left Generations Wealth Planning Llc for Onedigital (registered 2025-12-18)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2022
Advisor changed firm
Robert Emmett Lyons left Generations Wealth Planning Llc for Onedigital (registered 2025-12-15)
Form ADVobserved 5 days ago
Occurred
Apr 21, 2022
Regulatory AUM changed
Generations Wealth Planning Llc reported RAUM $4.7M, down 97% from $165.2M (2021-02-19 to 2022-04-21)
Form ADVobserved 5 days ago
$-161M
Occurred
Mar 16, 2018
First Form ADV filing
Generations Wealth Planning Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5098d329-2eb4-0281-d49d-6951aec254bc
First observed: Mar 16, 2018
Last observed: Apr 21, 2022 53 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GENERATIONS WEALTH PLANNING LLC

CRD 294608

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5098d329-2eb4-0281-d49d-6951aec254bc

Data as of Apr 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LYONS, KEVIN, M

CHIEF COMPLIANCE OFFICER

yes

03/2018

Mar 16, 2018

Apr 21, 2022

LYONS, ROBERT, EMMETT

MANAGING MEMBER

yes

06/2016

Mar 16, 2018

Apr 21, 2022

City

State

Country

Employees

Also broker-dealer

BOCA RATON

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Apr 21, 2022

$4.7M

n/a

2020

Feb 19, 2021

$165M

n/a

2019

Feb 27, 2020

$161M

n/a

2018

Feb 28, 2019

$132M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$4.7M

$165M

-97.2%

$132M

-67.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Onedigital

Dec 1, 2022

Dec 18, 2025

SARASOTA, FL

Team lift out

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HAYDEN ROYAL

Jul 10, 2018

Apr 25, 2018

CHARLOTTE, NC

Team lift out

RIA to RIA

6.1%