RIA Intel›Advisers›New Jersey›NEXT GENERATION WEALTH PLANNING, LLC

NEXT GENERATION WEALTH PLANNING, LLC

Advisory

FORKED RIVER, NJ

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

Rank in NJ

#703

of 775 advisers by AUM

Average account

$376K

across 139 accounts

AUM per adviser

$52M

1 adviser

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

Total AUM

$52M

Discretionary %

0%

Clients

39

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$52M

Discretionary AUM$0

Non-Discretionary AUM$52M

Discretionary %0%

Total Clients39

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

39 clients

21 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 NJ

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

PREMIER FINANCIAL PLANNING, INC.

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$52M

-14.8% 1Y

RETIRESMART CONSULTING, LLC.

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$52M

SANTOMENNO ROCCO ROBERT

$52M

-44.3% 1Y

PURPLE DOG INVESTMENTS LLC

SPRINGFIELD, NJ

$52M

BATTENKILL CAPITAL MANAGEMENT, INC.

ALLENTOWN, NJ

$53M

+265.5% 1Y

MIDDLETON FINANICAL MANAGEMENT LLC

CLINTON, NJ

$53M

-2.1% 1Y

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