CRD: 226706
Nextgen Wealth Counselors Limited Liability Company
$104.7M Total AUM
$102.8M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Vector harbor
- Established Date
- 06-25-2015
- Office Locations
- 1
Office Locations
-- Plainsboro NJ
About Nextgen Wealth Counselors Limited Liability Company
Nextgen Wealth Counselors LLC is a New Jersey RIA providing multi-generational financial planning and investment management, emphasizing tax efficiency, diversification, and risk-aligned portfolio construction for near- and long-term goals. The firm incorporates Nitrogen (Riskalyze) risk analytics, including a client-facing portfolio risk analysis, and custodies assets with Charles Schwab.
Team overview
-- AVG AGE
$104.7M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Peak matrix Glacier
Custodian
Signal
Investment Themes
Legacy wave Insight Crest
Investment Vehicles
Timber
Services
Beacon radial Quantum peak Foundation Wave Zenith crest Vital beacon
Technology
Beacon
Owner & Executives
KEKA RATH
President, Vice President
- CRD
- #5091421
- Ownership
- 75% or more
(678) 857-7827
alpha.insight@elementcapital.com
in linkedin.com/in/ember-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,828,114 | -- |
| Non-Discretionary | $1,893,393 | -- |
| Total | $104,721,507 | -- |
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Separately Managed Accounts
Total SMA Asset: $104,721,507
Public Funds:
22.4% U.S. Government/Agency:
32.8% Cash:
44.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,299,333,731 | 22.4% |
| U.S. Government/Agency | $1,902,595,820 | 32.8% |
| Cash | $2,598,667,462 | 44.8% |
| Total | $5,800,597,013 | 100.0% |