NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY

NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY is an SEC-registered investment adviser (CRD 226706). Regulatory assets under management: $104.7M.

Registration

• CRD: 226706
• Type: Registered investment adviser
• Phone: (732) 986-6122
• Latest filing: 2026-02-27
• Regulatory AUM: $104.7M
• Discretionary AUM: $102.8M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search