# GENERATIONS WEALTH PLANNING LLC

GENERATIONS WEALTH PLANNING LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 294608
- Type: SEC-registered investment adviser
- SEC file number: 801-112852
- 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)

| Name | Role | Location |
| --- | --- | --- |
| LYONS THOMAS M | CHIEF COMPLIANCE OFFICER | — |
| LYONS ROBERT EMMETT | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/294608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/294608/similar
- Related entities: https://search.stillhousedata.com/firm/294608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/294608

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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.