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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Timber elementCatalyst +more
- Established Date
- 10-23-2017
- Office Locations
- 1
Office Locations
About GEN Next Wealth, Inc.
Gen Next Wealth is an independent, fee-only RIA focused exclusively on retirees and pre-retirees (typically 50+). The firm provides flat-fee financial plans and ongoing wealth management, with an emphasis on retirement income design, tax strategy (e.g., Roth conversions), and key decisions like Social Security timing and healthcare planning. Advice is delivered virtually nationwide using its Retirement GPS Framework, often implemented with diversified ETF-based portfolios.
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Owner & Executives
EMLEN T MILES-MATTINGLY
Chief Compliance Officer, President, Senior Advisor
- CRD
- #5025097
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,440,893 | -- |
| Total | $19,440,893 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,440,893
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,333,627,940 | 29.8% |
| Other | $1,763,253,048 | 39.4% |
| Cash | $1,378,380,555 | 30.8% |
| Total | $4,475,261,543 | 100.0% |