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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · US Bank
- Clients
- Retail
- Platforms
- VitalFusion +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
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 |
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Separately Managed Accounts
Total SMA Asset: $307,757,115
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $944,240,578 | 13.4% |
| Equity - Exchange | $1,028,799,436 | 14.6% |
| Cash | $1,451,593,724 | 20.6% |
| U.S. Government/Agency | $1,592,525,154 | 22.6% |
| Equity - OTC | $838,542,006 | 11.9% |
| Municipal Bonds | $1,190,870,579 | 16.9% |
| Total | $7,046,571,477 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA MATRIX FOCUS | MOMENTUM HARBOR | SZJ02DIS1 | TPM | 4.12% | $101,354,908 |
| MERIDIAN VECTOR | VERTEX INSIGHT | LWZ2X7MBA | CQBA | 8.03% | $42,935,620 |
| PEAK HORIZON | LEGACY VITAL | FPHF3SFJN | LGMT | 7.88% | $104,294,900 |
| ALPHA WAVE QUANTUM | HARBOR NORTH | 5VGANUKLD | BLQPR | 10.78% | $98,525,971 |
| UNISON BRIDGE | CAPITAL ELEMENT | LU9OBWNCW | KVV | 2.03% | $112,550,280 |
| BEACON HORIZON HARBOR | UNISON EAGLE | F5BVVGNOF | WUOH | 8.50% | $76,742,379 |
| HORIZON MATRIX INSIGHT | CREST HORIZON | IAF3QNCQO | OOQ | 11.93% | $10,151,619 |
| MOMENTUM OPTIMA | ELEMENT VALUE | 9CDYJXIXP | SLDH | 6.22% | $112,110,820 |