$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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- 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
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Legacy Zenith Beacon quantum Value Horizon Prime
Client Personas
Prime matrix
Custodian
Capital frontier Focus Prime north
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
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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 | -- |
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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% |