$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Catalyst horizon
- Established Date
- 02-06-2025
- Office Locations
- 1
Office Locations
5445 Beavercrest Drive Suite 6 Lorain OH
About Nextgen Wealth Defense LLC
Nextgen Wealth Defense LLC is a Lorain-based RIA. The firm has been operating for 1 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
37 AVG AGE
$5.9M AVG AUM / ADVISOR
$421.4K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Premium access reveals conviction themes in capital alpha.
See the complete signal summary connected to vertex.
Full visibility includes strategy notes for oak focus glacier.
Unlock to compare peer behavior around catalyst horizon.
Unlock to compare peer behavior around matrix beacon.
Open the full profile to inspect shifts in optima horizon.
See the complete signal summary connected to unison foundation.
Premium access reveals conviction themes in horizon harbor.
Asset Classes
Legacy Zenith Beacon quantum Value Horizon Prime
Client Personas
Prime matrix
Custodian
Capital frontier Focus
Investment Themes
Alpha Ember fusion
Investment Vehicles
Signal
Platform
North
Services
Optima Summit optima Prime Ember Unison Pioneer Frontier vital Vertex Delta catalyst
Technology
Meridian
Owner & Executives
JONATHAN CHARLES HURM
Chief Compliance Officer, FOUNDER
- CRD
- #6501610
- Ownership
- 75% or more
(218) 937-9922
signal.summit@frontiercapital.com
in linkedin.com/in/eagle-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,899,946 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,899,946 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,899,946
Equity - Exchange:
32.9% Cash:
67.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $867,718,258 | 32.9% |
| Cash | $1,769,723,257 | 67.1% |
| Total | $2,637,441,515 | 100.0% |