Generations Wealth, Llc
- Regulatory AUM
- $308M
- Discretionary
- $308M
- Clients
- 79
- Avg AUM / client
- $3.9M
- Accounts
- 360
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 29 positions, $102,992,681)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | US CORE EQUITY 2 | $27,397,843 | 705,040 | 26.6% | 8.9% |
| 2 | Dimensional Etf Trust | WORLD EX US CORE | $20,578,184 | 605,775 | 20.0% | 6.69% |
| 3 | American Centy Etf Tr | US EQT ETF | $11,083,412 | 99,689 | 10.8% | 3.6% |
| 4 | Vanguard Index Fds | TOTAL STK MKT | $7,277,575 | 22,685 | 7.07% | 2.36% |
| 5 | American Centy Etf Tr | US SML CP VALU | $5,201,700 | 47,087 | 5.05% | 1.69% |
| 6 | Vanguard Malvern Fds | STRM INFPROIDX | $3,366,200 | 67,391 | 3.27% | 1.09% |
| 7 | Dimensional Etf Trust | US TARGETED VLU | $3,355,575 | 53,732 | 3.26% | 1.09% |
| 8 | Dimensional Etf Trust | US MKTWIDE VALUE | $3,337,600 | 68,873 | 3.24% | 1.08% |
| 9 | Dimensional Etf Trust | US SMALL CAP ETF | $2,835,418 | 39,862 | 2.75% | 0.92% |
| 10 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $2,410,818 | 37,622 | 2.34% | 0.78% |
| 11 | Dimensional Etf Trust | INTL HIGH PROFIT | $1,940,811 | 60,236 | 1.88% | 0.63% |
| 12 | Ishares Tr | CORE S&P500 ETF | $1,891,697 | 2,896 | 1.84% | 0.61% |
| 13 | Vanguard Index Fds | MCAP GR IDXVIP | $1,714,209 | 6,661 | 1.66% | 0.56% |
| 14 | Vanguard Index Fds | GROWTH ETF | $1,496,880 | 3,427 | 1.45% | 0.49% |
| 15 | Dimensional Etf Trust | NATL MUN BD ETF | $1,442,502 | 30,096 | 1.4% | 0.47% |
| 16 | Procter & Gamble Co | COM | $1,032,216 | 7,146 | 1.0% | 0.34% |
| 17 | Vanguard Index Fds | S&P 500 ETF SHS | $957,276 | 1,602 | 0.93% | 0.31% |
| 18 | Vanguard Bd Index Fds | SHORT TRM BOND | $866,509 | 11,051 | 0.84% | 0.28% |
| 19 | Ishares Tr | CORE MSCI EAFE | $860,488 | 9,505 | 0.84% | 0.28% |
| 20 | Dimensional Etf Trust | INTL SMALL CAP V | $842,236 | 21,355 | 0.82% | 0.27% |
| 21 | Ishares Tr | SHRT NAT MUN ETF | $603,003 | 5,662 | 0.59% | 0.2% |
| 22 | Dimensional Etf Trust | CORE FIXED INCOM | $598,300 | 14,171 | 0.58% | 0.19% |
| 23 | Dimensional Etf Trust | INTERNATNAL VAL | $340,356 | 6,449 | 0.33% | 0.11% |
| 24 | Cincinnati Finl Corp | COM | $339,404 | 2,157 | 0.33% | 0.11% |
| 25 | Schwab Strategic Tr | US BRD MKT ETF | $326,049 | 12,990 | 0.32% | 0.11% |
Top 25 of 29 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $9.4M | 3.06% |
| High net worth individuals | 52 | $298M | 96.9% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pamela Duecker Clark | Managing Member, Chief Compliance Officer | CFP | Sep 2014 (12y) | 75% or more |
| Ryoichi Steven Tsuchiya | Registered representative | Aug 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $247M (80% of AUM) Mar 2026
- Fidelity Brokerage Services $31.3M (15% of AUM) Mar 2024
- U.S. Bancorp Asset Management $31.2M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗