NextGen Wealth Counselors

NextGen Wealth Counselors is a registered RIA with limited public disclosure. No founding year, principals, or AUM confirmed.

NextGen Wealth Counselors

NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY is an SEC-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

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

—

City

—

Corporate office

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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.

Is NextGen Wealth Counselors structured as a single family office or an RIA?

The firm is registered as a limited liability company and a Registered Investment Advisor (RIA), which suggests it may operate as a multi-family office or independent wealth manager. However, no public documentation confirms its exact client base or ownership structure.

What investment stages or asset classes does NextGen Wealth Counselors target?

No specific asset-class or stage preferences are publicly documented. As an RIA, the firm may allocate across traditional securities, but this is speculative without disclosed strategy details.

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.

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.