1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEXT GENERATION WEALTH MANAGEMENT, INC.

Map pinMILWAUKEE, WI
Phone414-257-4248
NotebookSEC #801-67748
Total AUM
$459.3M
Employees
6
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10700 RESEARCH DRIVE
SUITE 150
MILWAUKEE
WI 53226
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
414-257-4248

ReceiptFinancials

Total AUM
$459.3M
Accounts
965
Discretionary
$452.5M
Accounts
919
Non-Discretionary
$6.8M
Accounts
46

ContactClients

View more in analytics →

Individual Clients
155
AUM
$74M
HNW Individual Clients
132
AUM
$377M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$4.4M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account