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NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY

Advisory

NJ

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in NJ

#574

of 775 advisers by AUM

Average account

$585K

across 179 accounts

AUM per adviser

$105M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$105M

Discretionary AUM$103M

Non-Discretionary AUM$2M

Discretionary %98.2%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, 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

35 clients

29 high-net-worth

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

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

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