GEN NEXT WEALTH, INC.

GEN NEXT WEALTH, INC. is an SEC-registered investment adviser (CRD 289756). Regulatory assets under management: $19.4M.

Registration

• CRD: 289756
• Type: Registered investment adviser
• Phone: 559-715-1940
• Latest filing: 2026-03-23
• Regulatory AUM: $19.4M
• Non-discretionary AUM: $19.4M
• Clients: 1
• Accounts: 132

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289756 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search