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- Custodian
- Assetmark · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Capital foundation
- 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.
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Owner & Executives
YALE J LEVEY
Chief Compliance Officer, Managing Director, Managing Member, Owner
- CRD
- #1847720
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $52,248,084 | -- |
| Total | $52,248,084 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,248,084
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $506,043,806 | 8.4% |
| Equity - Exchange | $1,355,474,481 | 22.5% |
| Cash | $1,174,744,550 | 19.5% |
| Corporate - Investment Grade | $536,165,461 | 8.9% |
| U.S. Government/Agency | $1,451,863,778 | 24.1% |
| Municipal Bonds | $1,000,038,952 | 16.6% |
| Total | $6,024,331,028 | 100.0% |