Generations Wealth Management

Finance · Iowa, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

5745 Raccoon River Dr 160, West Des Moin...

Phone Number

(515) 444-8367

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Generations Wealth Management

Generations Wealth Management has been designed with a purpose - to be closely aligned with families to provide a high level of service to their individual needs and objectives. This business model of consultation, analysis, product when appropriate, and coordination with our client's other advisors, allows us to be, as one client described, " My family's CFO ". We love to come to work every day! Please give us a call - we look forward to visiting with you.Explore more
Generations Wealth Management's Social MediaPopular SearchesGenerations Wealth Management LLCGenerations Wealth ManagementGenerations FinancialGenerations Financial - WestGenerations Wealth Management - LLCSIC Code 62,628NAICS Code 52,523Show more

Generations Wealth Management Org Chart

PhoneEmail
AS
United States flag for contact location.

Senior VP, Financial & Advisor

PhoneEmail
TA
United States flag for contact location.

Senior VP, Financial & Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
AM
United States flag for contact location.

Senior VP, Financial & Advisor

PhoneEmail
JF
United States flag for contact location.

Senior VP, Financial & Advisor

PhoneEmail
JD
United States flag for contact location.

Senior VP, Financial & Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
TB
United States flag for contact location.

Senior Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Generations Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Generations Wealth Management

Compare insights from companies similar to Generations Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generations Wealth Manage...

<$5M
1-10
Private
-
2009
AS
Andrew ShimpSenior VP, Financial & Advisor
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
11-50
Private
<$5M
2019
CJ
Candi JonesPractice Manager
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
<$5M
1-10
Private
-
-
AB
Anita BoehmOffice Manager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Generations Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Generations Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Generations Wealth Management.

Generations Wealth Management Tech Stack

A closer look at the technologies used by Generations Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Generations Wealth Management

What is Generations Wealth Management's official website?
Generations Wealth Management's official website is www.genwm.com
What is Generations Wealth Management's Revenue?
Generations Wealth Management's revenue is <$5 Million
What is Generations Wealth Management's SIC code?
Generations Wealth Management's SIC: 62,628
What is Generations Wealth Management's NAICS code?
Generations Wealth Management's NAICS: 52,523
How many employees does Generations Wealth Management have?
Generations Wealth Management has 1-10 employees
What industry does Generations Wealth Management belong to?
Generations Wealth Management is in the industry of: Finance, Securities Trading
What is Generations Wealth Management competition?
Generations Wealth Management top competitors include: Sunrise Wealth Partners, WealthSpring, English Financial Group, Andrews DeMartino Wealth Strategies Firm
What technology does Generations Wealth Management use?
Some of the popular technologies that Generations Wealth Management uses are: DocuSign, Microsoft Azure, Microsoft 365, DigiCert
How do I contact Generations Wealth Management?
Generations Wealth Management contact info: Phone number: (515) 444-8367 Website: www.genwm.com
What does Generations Wealth Management do?

Generations Wealth Management has been designed with a purpose - to be closely aligned with families to provide a high level of service to their individual needs and objectives. This business model of consultation, analysis, product when appropriate, and coordination with our client's other advisors, allows us to be, as one client described, " My f... amily's CFO ". We love to come to work every day! Please give us a call - we look forward to visiting with you.Read More

What are Generations Wealth Management social media links?
Generations Wealth Management Linkedin page Generations Wealth Management Twitter page Generations Wealth Management Facebook page
Is Generations Wealth Management a public company?
Generations Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Generations Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.