# NEXT GENERATION WEALTH PLANNING, LLC

NEXT GENERATION WEALTH PLANNING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/yale-levey-cfp%c2%ae-cap%c2%ae-4811b88

## Regulatory record

- **CRD number:** 141615
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141615

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## Related profiles

- [Jeffrey R. Jacobs, CPA](https://altss.com/profile/jeffrey-r-jacobs-cpa)
- [PrimeTrust Advisors LLC](https://altss.com/profile/primetrust-advisors-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/next-generation-wealth-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology