NEXTGEN WEALTH DEFENSE LLC

NEXTGEN WEALTH DEFENSE LLC of LORAIN, OH is an SEC-registered investment adviser (CRD 334545). Regulatory assets under management: $5.9M.

Registration

• CRD: 334545
• Type: Registered investment adviser
• Location: 5445 BEAVERCREST DRIVE, LORAIN, OH, 44053
• Phone: (440) 890-2026
• Latest filing: 2026-03-20
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM.

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 334545 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search