# GENERATION WEALTH MANAGEMENT

GENERATION WEALTH MANAGEMENT of GREAT NECK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 286111
- Type: SEC-registered investment adviser
- Location: 31 CARY RD, GREAT NECK, NY, 11021
- Phone: 212-349-6121
- Latest filing: 2026-05-31
- Regulatory AUM: $4.3M
- Discretionary AUM: $4.3M
- Clients: 3
- Accounts: 27

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286111/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286111/similar
- Related entities: https://search.stillhousedata.com/firm/286111/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286111

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.