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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GENERATIONS WEALTH, LLC

CRD 173352

CINCINNATI, OH

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:8e8e0ee9-50ae-2964-8fc3-5de903e38c70

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 1
Observed: Oct 29, 2014 to Mar 30, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Generations Wealth, LLC

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $308MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $308M
Private client RAUM: $308MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $154Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 360
Individual clients: 27
High net worth clients: 52
Custody, client assets: $117M
SEC number: 801-80555
CIK: 2070529
CRD: 173352
Filings on the tape: 33
First filed: Oct 29, 2014
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OH
Website: generationswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAMELA DUECKER CLARK	Certified Financial Planner	CINCINNATI, OH	11	20	1	no
RYOICHI STEVEN TSUCHIYA	n/a	CINCINNATI, OH	8	27	2	no

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
CLARK, PAMELA, DUECKER	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	09/2014	Oct 29, 2014	Mar 29, 2024

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
2025	Mar 30, 2026	$308M	$308M	10	6	0	n/a	n/a
2024	Mar 31, 2025	$270M	$270M	9	6	0	n/a	n/a
2023	Mar 29, 2024	$207M	$207M	8	6	0	n/a	n/a
2022	Mar 31, 2023	$244M	$244M	7	5	0	n/a	n/a
2021	Mar 28, 2022	$272M	$272M	7	4	0	n/a	n/a
2020	Mar 31, 2021	$245M	$245M	7	5	0	n/a	n/a
2019	Mar 30, 2020	$225M	$225M	9	4	0	n/a	n/a
2018	Mar 12, 2019	$185M	$176M	10	4	0	n/a	n/a
2017	Mar 16, 2018	$577M	$474M	8	4	0	n/a	n/a
2016	Mar 21, 2017	$484M	$404M	9	2	n/a	n/a	n/a
2015	Mar 25, 2016	$388M	$313M	7	3	n/a	n/a	n/a
2014	Mar 18, 2015	$326M	$247M	4	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$308M	$270M	14.0%	$244M	8.0%	10	9	0	0

Relationships

Registered with (3)

← RYOICHI STEVEN TSUCHIYAAdvisorregistration: current employment
Aug 10, 2018 to presentfactForm ADV
← PAMELA DUECKER CLARKAdvisorregistration: current employment
Nov 24, 2014 to presentfactForm ADV
← DEREK ROGELL TINNINAdvisorregistration: previous registration
Nov 24, 2014 to Sep 14, 2020factForm ADV

Controls (1)

← CLARK, PAMELA, DUECKEROwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 29, 2014 to Mar 29, 2024factForm ADV

Dated events

Occurred
May 31, 2018
Regulatory AUM changed
Generations Wealth, Llc reported RAUM $188.2M, down 67% from $576.7M (2018-03-16 to 2018-05-31)
Form ADVobserved 6 days ago
$-389M
Occurred
Oct 29, 2014
First Form ADV filing
Altiora Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e8e0ee9-50ae-2964-8fc3-5de903e38c70
First observed: Oct 29, 2014
Last observed: Mar 30, 2026 5 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, LLC

CRD 173352

CINCINNATI, OH

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:8e8e0ee9-50ae-2964-8fc3-5de903e38c70

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAMELA DUECKER CLARK

Certified Financial Planner

CINCINNATI, OH

RYOICHI STEVEN TSUCHIYA

n/a

CINCINNATI, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLARK, PAMELA, DUECKER

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

09/2014

Oct 29, 2014

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$308M

n/a

2024

Mar 31, 2025

$270M

n/a

2023

Mar 29, 2024

$207M

n/a

2022

Mar 31, 2023

$244M

n/a

2021

Mar 28, 2022

$272M

n/a

2020

Mar 31, 2021

$245M

n/a

2019

Mar 30, 2020

$225M

n/a

2018

Mar 12, 2019

$185M

$176M

n/a

2017

Mar 16, 2018

$577M

$474M

n/a

2016

Mar 21, 2017

$484M

$404M

n/a

2015

Mar 25, 2016

$388M

$313M

n/a

2014

Mar 18, 2015

$326M

$247M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$308M

$270M

14.0%

$244M

8.0%