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NextGen Wealth Counselors
NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY is a state-registered investment adviser. The firm manages $105 million in assets, $103 million on a...
Overview
NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY is a state-registered investment adviser. The firm manages $105 million in assets, $103 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Who runs investment decisions at NextGen Wealth Counselors?
No named principals or investment decision-makers are confirmed from public sources. The firm's management team is not disclosed in any accessible registration or communication.
Does NextGen Wealth Counselors participate in direct deals or fund commitments?
Public records do not indicate whether the firm engages in direct investments, fund-of-funds allocations, or co-investments. Its RIA registration does not mandate disclosure of such activity.
How can I verify NextGen Wealth Counselors' registration or compliance?
The firm's RIA registration can be checked through the SEC's Investment Adviser Public Disclosure (IAPD) database. However, as of mid-2026, no Form ADV or other public filings were retrieved for this profile.
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