Nextgen Wealth Counselors Limited Liability Company

Overview

Nextgen Wealth Counselors LLC is a small, independent registered investment adviser that serves individual and family clients with a client-focused, allocator approach. The firm operates primarily as a capital allocator: it builds portfolios using third‑party managers and pooled vehicles rather than emphasizing a large slate of in‑house proprietary securities. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, which aligns with a model of constructing client solutions through external managers and wrap/pooled strategies. Investment preferences tilt toward public mutual funds for core exposure, with a material tilt to externally managed alternatives for diversification and return enhancement. The firm does not identify as an active ESG investor. Fee arrangements include percentage of AUM and fixed fees, indicating flexibility to serve both larger advisory relationships and fee‑for‑service planning engagements.

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Public Holdings

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Location & Offices