NEXTGEN WEALTH

NEXTGEN WEALTH is an SEC-registered investment adviser (CRD 172128). Regulatory assets under management: $61.7M.

Registration

• CRD: 172128
• Type: Registered investment adviser
• Phone: (816) 287-4780
• Latest filing: 2026-02-10
• Regulatory AUM: $61.7M
• Discretionary AUM: $61.7M
• Clients: 1
• Accounts: 184

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search