Generation Wealth Management

Generation Wealth Management (CRD# 286111) is a financial advisory firm headquartered in New York City, NY. They manage $3,228,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9 Mott Street, Ste 601, New York City, NY 10013
https://www.genwealthnyc.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $161,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Generation Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jeff Ho, financial advisor New York City NY
Jeff Y. Ho
CRD#: 4829434
9 Mott Street, Ste 601, New York City, NY 10013

Jeff Ho (CRD# 4829434) is an Investment Advisor Representative working at Generation Wealth Management in New York City, NY and has over 7 years of experience in the finance industry.

2
Edward Lee, financial advisor New York City NY
Edward Lee
CRD#: 5805251
9 Mott Street, Ste 601, New York City, NY 10013

Edward Lee (CRD# 5805251) is an Investment Advisor Representative working at Generation Wealth Management in New York City, NY and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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