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New Generation Wealth Management
New Generation Wealth Management, LLC is an SEC-registered investment adviser in Osseo, MN. The firm has 2 employees and 2 investment advisers.
New Generation Wealth Management
New Generation Wealth Management, LLC is an SEC-registered investment adviser in Osseo, MN. The firm has 2 employees and 2 investment advisers. It is based in Osseo, MN.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at New Generation Wealth Management?
The firm has not publicly named its CEO, CIO, or managing principal. Its RIA registration suggests a licensed investment advisor is responsible for allocations, but the individual has not been identified in public records or marketing materials.
Is New Generation Wealth Management a single-family office or multi-family office?
Based on its LLC structure and RIA registration, New Generation Wealth Management operates as a multi-family office serving multiple unrelated families. A single-family office would typically not register as an RIA unless managing outside capital.
What services does New Generation Wealth Management offer?
As a registered investment advisor, the firm likely provides financial planning, asset management, retirement planning, and estate planning services. Its service model mirrors that of a traditional wealth management RIA rather than a direct-investing family office.
What is the minimum asset threshold to work with New Generation Wealth Management?
The firm has not publicly disclosed a minimum account size or net-worth requirement. Typical RIAs serving high-net-worth families often set minimums between $1 million and $10 million, but no official figure has been published.
Does New Generation Wealth Management invest directly in private companies?
There is no public record of New Generation Wealth Management making direct private equity or venture capital investments. Its disclosed service model suggests a role as a traditional wealth advisor, not a direct-deal investor. No portfolio companies or co-investments have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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