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NEXT GENERATION WEALTH PLANNING, LLC
CRD 141615
1041 WEST LACEY RD, 2ND FLOOR, FORKED RIVER, NJ, 08731, United States
Phone
732-409-7232
Fax
732-409-1052
Registration
— (—)
Source
State registered
Total AUM
$52.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH 3RD PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.8M |
| High net worth individuals | 21 | $42.8M |
All web addresses on file
Official SEC filing: View on IAPD