RIA Intel›Advisers›New York›GENERATION WEALTH MANAGEMENT, LLC

GENERATION WEALTH MANAGEMENT, LLC

Advisory

GREAT NECK, NY

Data as of May 31, 2026 · Source: SEC Form ADV

Rank in NY
#5,456
of 5,722 advisers by AUM
Average account
$160K
across 27 accounts
AUM per adviser
$1M
3 advisers

Source: SEC Form ADV. Figures as filed May 31, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
27
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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