RIA Intel›Advisers›NEXTGEN PRIVATE WEALTH LLC

NEXTGEN PRIVATE WEALTH LLC

Advisory

N·

Data as of Mar 31, 2022 · Source: SEC Form ADV

Total AUM
$3M
1-Year AUM Growth
-97.5%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingFeb 11, 2021
Latest FilingMar 31, 2022
🔒 Full AUM trend chart and 7 historical filings spanning 1+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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