Updated:Jun 3, 2026

NEXT GENERATION WEALTH PLANNING, LLC

NEXT GENERATION WEALTH PLANNING, LLC is a state-registered investment adviser in FORKED RIVER, NJ. The firm manages approximately $52 million in regulatory...

NEXT GENERATION WEALTH PLANNING, LLC

NEXT GENERATION WEALTH PLANNING, LLC is a state-registered investment adviser in FORKED RIVER, NJ. The firm manages approximately $52 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/yale-levey-cfp%c2%ae-cap%c2%ae-4811b88

General information

Firm type

RIA

Sector focus

Wealth ManagementFinancial Planning

What is NEXT GENERATION WEALTH PLANNING, LLC?

NEXT GENERATION WEALTH PLANNING, LLC is a ria tracked on Altss.

What does Altss track for NEXT GENERATION WEALTH PLANNING, LLC?

Altss maintains an OSINT-verified profile of NEXT GENERATION WEALTH PLANNING, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is NEXT GENERATION WEALTH PLANNING, LLC?

NEXT GENERATION WEALTH PLANNING, LLC is classified by Altss as a RIA.

How does Altss source intelligence on NEXT GENERATION WEALTH PLANNING, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was NEXT GENERATION WEALTH PLANNING, LLC's Altss profile last updated?

NEXT GENERATION WEALTH PLANNING, LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.