Nextgen Wealth

Overview

Nextgen Wealth is an independent registered investment adviser operating as a limited liability company that serves individual and family clients with a fee structure tied to assets under management. The firm acts as a capital allocator: it constructs portfolios for clients, provides financial planning and educational programming, and uses third‑party managers or models when appropriate through its selection-of-other-advisers capability. Its advisory scope includes portfolio management for individuals, small businesses and institutional/business clients, along with periodic publications and workshops. Nextgen Wealth does not position itself as an ESG-focused manager. Investment activity indicates a clear preference for pooled public funds as the primary vehicle for implementing client strategies. Portfolios appear to be built for broad diversification and operational efficiency, relying on mutual funds and public fund vehicles rather than concentrated individual-stock strategies. The firm operates under a discretionary mandate for its client base, enabling it to manage allocations actively within the chosen fund lineup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices