Pamela Clark
Generations Wealth · Cincinnati, Ohio
Pamela Clark is a fee-only financial advisor at Generations Wealth in Cincinnati, Ohio, who holds the CFP credential. Generations Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Generations Wealth |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $307.8M across 360 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5156194 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.generationswealth.com |
| Profile |
How Pamela's firm compares
- Generations Wealth's average account is about $855,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Pamela
Is Pamela Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and Generations Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pamela charge for financial advice?
Pamela's firm, Generations Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Pamela Clark based?
Pamela Clark is based in Cincinnati, Ohio.
What credentials does Pamela Clark hold?
Pamela Clark holds the CFP credential.
Is Pamela Clark registered with the SEC?
Yes. Pamela Clark is registered as an investment adviser representative in OH and TX (CRD 5156194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Generations Wealth manage?
Generations Wealth reports $307.8M across 360 accounts in assets under management.
How do I contact Pamela Clark?
Through Pamela's website, www.generationswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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