GENERATIONS WEALTH PLANNING LLC

GENERATIONS WEALTH PLANNING LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 294608). Regulatory assets under management: $4.7M.

Registration

• CRD: 294608
• SEC file number: 801-112852
• Type: Registered investment adviser
• Location: 1819 MAIN ST., SUITE 106, SARASOTA, FL, 34236
• Phone: 941-316-0282
• Latest filing: 2022-04-21
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 3
• Accounts: 8

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 294608 on SEC IAPD (source of record)
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