NextGen Wealth

NEXTGEN WEALTH is an SEC-registered investment adviser with $62 million in regulatory assets under management.

NextGen Wealth

NEXTGEN WEALTH is an SEC-registered investment adviser with $62 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

linkedin.com/company/nextgen-wealth

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is NextGen Wealth?

NextGen Wealth is a asset manager tracked on Altss.

What is NextGen Wealth's assets under management?

NextGen Wealth reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for NextGen Wealth?

Altss maintains an OSINT-verified profile of NextGen Wealth 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 NextGen Wealth?

NextGen Wealth is classified by Altss as a Asset Manager.

How does Altss source intelligence on NextGen Wealth?

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 NextGen Wealth's Altss profile last updated?

NextGen Wealth'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.