NEW GENERATION WEALTH MANAGEMENT, LLC

Overview

New Generation Wealth Management, LLC is a small, individual-owned limited liability company that acts primarily as a financial planning and advisory consultant rather than a traditional asset manager. The firm lists financial planning services, selection of other advisers, and educational seminars/workshops among its core business activities. It identifies as a capital allocator, which indicates the firm places client capital with third‑party managers rather than concentrating all investing in-house. The firm charges hourly fees and “other” fee arrangements instead of reporting a traditional percentage-of-assets model, which aligns with a consulting or planning-first business model. New Generation Wealth Management, LLC is not an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity. Its industry affiliations include relationships with other investment advisers, accounting firms, law firms, and insurance companies—consistent with a referral and manager-selection role.

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