GENERATION WEALTH MANAGEMENT

GENERATION WEALTH MANAGEMENT of GREAT NECK, NY is an SEC-registered investment adviser (CRD 286111). Regulatory assets under management: $4.3M.

Registration

• CRD: 286111
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286111 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search