9AT: GENERATIONS WEALTH, LLC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 11/24/2014
ADV Location	CINCINNATI, OH, United States
Contact Info	(51 xxxxxxx
Websites

AUM^*	307,757,115 49%
of that, discretionary	307,757,115 49%
Number of Employees	10 25%
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	854,881 23%
% High Net Worth	65.82% 17%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name PLANTE MORAN	Filing Date12/19/2025	Form ADV-E View Report
Accounting Firm Name PLANTE & MORAN, PLLC	Filing Date10/02/2025	Form ADV-E View Report
Accounting Firm Name PLANTE & MORAN, PLLC	Filing Date08/08/2024	Form ADV-E View Report
Accounting Firm Name PLANTE MORAN PLLC	Filing Date07/18/2023	Form ADV-E View Report

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WEALTHCROSSING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser MONOGRAPH WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.2b	#Funds-
Adviser FIELDER CAPITAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser VISTA FINANCE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund10.7m	Total Private Fund GAV10.7m	AUM320.0m	#Funds1
Adviser LYELL WEALTH MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser SOUTH OCEAN MANAGEMENT LTD.	Hedge Fund1.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4m	AUM13.4m	#Funds2
Adviser RESOURCE CONSULTING GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.3b	#Funds-
Adviser COLUMN CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser LIBRA WEALTH LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM639.8m	#Funds-
Adviser SILVEROAK WEALTH MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker25434V708	Stock NameDIMENSIONAL ETF TRUST	$ Position$26,775,376	% Position27.00%	$ Change	# Change
Stck Ticker25434V880	Stock NameDIMENSIONAL ETF TRUST	$ Position$19,850,130	% Position20.00%	$ Change	# Change
Stck Ticker025072885	Stock NameAMERICAN CENTY ETF TR	$ Position$10,819,456	% Position11.00%	$ Change	# Change
Stck Ticker922908769	Stock NameVANGUARD INDEX FDS	$ Position$6,575,651	% Position7.00%	$ Change	# Change
Stck Ticker025072877	Stock NameAMERICAN CENTY ETF TR	$ Position$4,749,109	% Position5.00%	$ Change	# Change
Stck Ticker922020805	Stock NameVANGUARD MALVERN FDS	$ Position$2,940,385	% Position3.00%	$ Change	# Change
Stck Ticker25434V724	Stock NameDIMENSIONAL ETF TRUST	$ Position$3,087,399	% Position3.00%	$ Change	# Change
Stck Ticker25434V609	Stock NameDIMENSIONAL ETF TRUST	$ Position$2,844,549	% Position3.00%	$ Change	# Change
Stck Ticker25434V500	Stock NameDIMENSIONAL ETF TRUST	$ Position$3,070,501	% Position3.00%	$ Change	# Change
Stck Ticker464287200	Stock NameISHARES TR	$ Position$1,997,286	% Position2.00%	$ Change	# Change

Brochure Summary

Overview

General Information Generations Wealth, LLC (Generations Wealth) has been in business since 2006 and provides a variety of investment, income tax, financial planning, and family office services. These are described in more detail below. Pamela Clark is the principal owner of Generations Wealth. Please see Exhibit A - Brochure Supplement for more information on this principal owner and other individuals who formulate investment advice and have direct contact with clients or have discretionary authority over client accounts. As of December 31, 2023, Generations Wealth managed assets totaling $207,174,727 which is all on a discretionary basis and $0 on a non-discretionary basis. SERVICES PROVIDED Investment Services Investment Plan Generations Wealth will prepare an Investment Plan that incorporates the client’s financial circumstances, risk capacity, and risk tolerance with their investment goals. This plan includes a financial outline tailored to the clients “Financial Profile” or “Profile” and an “Investment Policy Statement” or “IPS” to describe their investment objectives and guidelines. The Financial Profile is a reflection of the client’s current financial picture and a look to the future investment goals of the client. The IPS outlines the

investment strategy and types of investments Generations Wealth recommends in meeting those goals. The client is under no obligation to act upon any of the recommendations made by Generations Wealth under an Investment Plan or to engage the services of Generations Wealth or any recommended professional. Investment Retainer Upon completion of the Investment Plan, the client may choose to retain Generations Wealth on an ongoing basis. The Investment Retainer may include:
• Investment Plan implementation
• Portfolio management
• Portfolio accounting
• Performance and allocation reporting
• Cashiering and transfers
• Account administrative services Under the Investment Retainer, the Profile and IPS are discussed regularly with the client, which does not necessarily result in a written document. The Investment Plan will be updated from time to time when requested by the client, or when determined to be necessary or advisable by Generations Wealth based on updates to the client’s financial or other circumstances. Generations Wealth’s investment services are largely based on academic studies and research that indicates that markets are efficient and advocates the benefits of using a passive, index-oriented approach to investing. For additional information about how Generations Wealth invests, please see

GENERATIONS WEALTH, LLC

GENERATIONS WEALTH, LLC

ALTIORA GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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GENERATIONS WEALTH, LLC GENERATIONS WEALTH, LLC ALTIORA GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Top Holdings

Brochure Summary

Overview

GENERATIONS WEALTH, LLC

GENERATIONS WEALTH, LLC

ALTIORA GROUP, LLC