RIA Intel›Advisers›NEWGEN WEALTH CREATION LLC

NEWGEN WEALTH CREATION LLC

Advisory

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$322K

across 19 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PR

Closest by assets under management. All figures from Form ADV.

ORCHARD WEALTH & LEGACY MANAGEMENT LLC

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-20.2% 1Y

DSCQG PR LLC

SAN JUAN, PR

$14M

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