New Generation Wealth Management, LLC

Overview

New Generation Wealth Management, LLC is organized as a limited liability company under individual ownership and identifies itself as a capital allocator and advisory firm focused on financial planning and manager selection. Its advisory activities include financial planning services, selecting third-party advisers on behalf of clients, and running educational seminars or workshops. The firm reports an hourly and “other” fee structure rather than an asset-based fee schedule. It is not positioned as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser to another registered entity. Industry affiliations reported by the firm include relationships with other investment advisers, accounting firms, law firms, and insurance companies. The firm’s internal classification is listed as unclassified.

Assets & Accounts

Investments & Alternatives

Location & Offices