New Generation Wealth Management, LLC

Overview

New Generation Wealth Management, LLC is organized as a limited liability company owned by an individual and identifies as a capital allocator that uses outside managers. The firm provides financial planning, helps clients select third‑party advisers, and runs educational seminars and workshops. Its fee model includes hourly charges and other non‑standard arrangements rather than a simple AUM fee schedule. The adviser does not report active ESG investing and is not identified as a multi‑state adviser or a pension consultant. Industry relationships include other investment advisers as well as professional affiliations with accounting, law and insurance firms, which align with its emphasis on selecting outside managers and coordinating multi‑discipline advice. Registration details were not reported in the provided data.

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