# NextGen Wealth Counselors

NextGen Wealth Counselors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 226706
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226706

## About

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.

## 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.

## Related profiles

- [Haddon Wealth Management](https://altss.com/profile/haddon-wealth-management-llc)

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Last updated: 2026-07-06T01:24:22.005Z

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