# New Generation Wealth Management

New Generation Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kory-holker

## Regulatory record

- **CRD number:** 289146
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289146

## About

New Generation Wealth Management, LLC is a state-registered investment adviser in Osseo, MN. The firm has 2 employees and 2 investment advisers. It is based in Osseo, MN.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### 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.

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Last updated: 2026-07-06T01:24:21.890Z

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