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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthPrime ridge +more
- Established Date
- 08-26-2022
- Office Locations
- 1
Office Locations
About Newgen Wealth Creation LLC
NewGen Wealth Creation is a fiduciary RIA serving ambitious W-2 professionals and aspiring entrepreneurs. The firm provides proactive financial planning, investment management, and aggressive tax optimization, with comprehensive tax planning built into its fee. Portfolios are managed actively and are primarily ETF-based (with some cash and U.S. government/agency exposure). Custody is supported through platforms like Altruist.
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Owner & Executives
NATALIA IVANOVA
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, FOUNDER, General Partner, Owner
- CRD
- #6549353
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,114,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,114,141 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,114,141
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,103,126,456 | 38.2% |
| Cash | $617,981,837 | 21.4% |
| U.S. Government/Agency | $1,166,657,299 | 40.4% |
| Total | $2,887,765,592 | 100.0% |