This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · US Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-24-2014
- Office Locations
- 1
Office Locations
About Generations Wealth, LLC
Generations Wealth is a CPA-led multi-family office serving successful, multi-generational families. The team provides integrated investment management, proactive tax strategy, estate and legacy planning, and personal CFO coordination, including personal financial statements and oversight of brokerage, banking, retirement and education accounts. Portfolios are customized across public and private investments with a tax-aware approach.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 14.0%, from $270.0M to $307.8M.
Across 5 reported observations, AUM increased 13.2% between March 28, 2022 and March 30, 2026, from $271.9M to $307.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 79 clients, or 13.2 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Generations Wealth, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Generations Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAMELA DUECKER CLARK
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #5156194
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RYOICHI STEVEN TSUCHIYA
--
- CRD
- #3120557
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,757,115 | $854,881 |
| Non-Discretionary | $0 | -- |
| Total | $307,757,115 | $854,881 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Generations Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Generations Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.