Gen Next Wealth, Inc.

Gen Next Wealth, Inc. (CRD# 289756) is a financial advisory firm headquartered in , . They manage $15,069,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.gennextwealth.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $124,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gen Next Wealth, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Emlen Miles-Mattingly, financial advisor Madera CA
Emlen T. Miles-Mattingly
CRD#: 5025097
Madera, CA

Emlen Miles-Mattingly (CRD# 5025097) is an Investment Advisor Representative working at Gen Next Wealth, Inc. in Madera, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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