NEXT GENERATION WEALTH PLANNING, LLC
NEXT GENERATION WEALTH PLANNING, LLC of FORKED RIVER, NJ is an SEC-registered investment adviser (CRD 141615). Regulatory assets under management: $52.2M.
Registration
- CRD: 141615
- Type: Registered investment adviser
- Location: 1041 WEST LACEY RD, FORKED RIVER, NJ, 08731
- Phone: 732-409-7232
- Latest filing: 2026-03-18
- Regulatory AUM: $52.2M
- Non-discretionary AUM: $52.2M
- Clients: 1
- Accounts: 139
Business model
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
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