Next Generation Wealth Planning, LLC
Next Generation Wealth Planning, LLC (CRD# 141615) is a financial advisory firm headquartered in Manalapan, NJ. They manage $38,679,226 in 132 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Next Generation Wealth Planning, LLC
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts132ACCOUNTS
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Average Account Value$293,024
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at Next Generation Wealth Planning, LLC
1
Yale Levey (CRD# 1847720) is an Investment Advisor Representative working at Next Generation Wealth Planning, LLC in Manalapan, NJ and has over 35 years of experience in the finance industry.
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