NEWGEN WEALTH CREATION LLC

NEWGEN WEALTH CREATION LLC is an SEC-registered investment adviser (CRD 322840). Regulatory assets under management: $6.1M.

Registration

• CRD: 322840
• Type: Registered investment adviser
• Phone: (754) 736-1556
• Latest filing: 2026-02-18
• Regulatory AUM: $6.1M
• Discretionary AUM: $6.1M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search