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- Custodian
- Assetmark · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-06-2006
- Office Locations
- 1
Office Locations
About Next Generation Wealth Planning, LLC
Next Generation Wealth Planning is a New Jersey RIA providing holistic wealth planning and ongoing portfolio management for individuals, families, business owners, and private foundations/nonprofits. The firm uses a multi-meeting proprietary planning process that incorporates generational and philanthropic goals and often coordinates with clients’ attorneys. Portfolios are implemented primarily with mutual funds and ETFs and custodied at firms including Pershing and SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 39 clients, or 39 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Next Generation Wealth Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
YALE J LEVEY
Chief Compliance Officer, Managing Director, Managing Member, Owner
- CRD
- #1847720
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $52,248,084 | -- |
| Total | $52,248,084 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Next Generation Wealth Planning, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.