RIA Intel›Advisers›Missouri›NEXTGEN WEALTH, LLC

NEXTGEN WEALTH, LLC

Advisory

MO

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in MO

#305

of 342 advisers by AUM

Average account

$336K

across 184 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, 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

61 clients

32 high-net-worth

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

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