NEXT GENERATION WEALTH MANAGEMENT, INC.
CRD #134057 SEC #801-67748 MILWAUKEE, WI 414-257-4248
SEC Registered
Total AUM
$459.3M
Discretionary
$452.5M
Employees
6
Clients
101
Accounts
965
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $459.3M | $452.5M | $6.8M | 6 | 0 |
| Jun 2020 | $346.7M | $341.8M | $4.9M | 5 | 0 |
| Mar 2020 | $346.7M | $341.8M | $4.9M | 5 | 0 |
| May 2019 | $307.3M | $304.3M | $3M | 5 | 2 |
| Mar 2019 | $307.3M | $304.3M | $3M | 5 | 2 |
| Mar 2018 | $282.2M | $278.8M | $3.4M | 6 | 2 |
| Mar 2017 | $239.9M | $234.4M | $5.6M | 5 | 200 |
| Mar 2016 | $205.5M | $200.6M | $5M | 4 | 200 |
| Mar 2015 | $208.6M | $206.8M | $1.8M | 4 | 200 |
| Mar 2014 | $185.6M | $184.6M | $1M | 4 | 200 |
| Apr 2013 | $109.6M | $108.2M | $1.4M | 3 | 26 |
| Mar 2012 | $92.5M | $90.4M | $2M | 1 | 26 |
| Jun 2011 | $86.5M | $83.5M | $2.9M | 5 | -- |
| Apr 2011 | $86.5M | $83.5M | $2.9M | 5 | -- |
| Oct 2009 | $57.8M | $56M | $1.8M | 5 | -- |
| Jun 2009 | $57.8M | $56M | $1.8M | 5 | -- |
| Apr 2009 | $57.8M | $56M | $1.8M | 5 | -- |
| Mar 2008 | $49.8M | $49.2M | $588.3K | 5 | -- |
| Mar 2007 | $36.8M | $36.8M | $0 | 5 | -- |
DateMar 2021
Total AUM$459.3M
Discretionary$452.5M
Non-Disc.$6.8M
Employees6
Clients0
DateJun 2020
Total AUM$346.7M
Discretionary$341.8M
Non-Disc.$4.9M
Employees5
Clients0
DateMar 2020
Total AUM$346.7M
Discretionary$341.8M
Non-Disc.$4.9M
Employees5
Clients0
DateMay 2019
Total AUM$307.3M
Discretionary$304.3M
Non-Disc.$3M
Employees5
Clients2
DateMar 2019
Total AUM$307.3M
Discretionary$304.3M
Non-Disc.$3M
Employees5
Clients2
DateMar 2018
Total AUM$282.2M
Discretionary$278.8M
Non-Disc.$3.4M
Employees6
Clients2
DateMar 2017
Total AUM$239.9M
Discretionary$234.4M
Non-Disc.$5.6M
Employees5
Clients200
DateMar 2016
Total AUM$205.5M
Discretionary$200.6M
Non-Disc.$5M
Employees4
Clients200
DateMar 2015
Total AUM$208.6M
Discretionary$206.8M
Non-Disc.$1.8M
Employees4
Clients200
DateMar 2014
Total AUM$185.6M
Discretionary$184.6M
Non-Disc.$1M
Employees4
Clients200
DateApr 2013
Total AUM$109.6M
Discretionary$108.2M
Non-Disc.$1.4M
Employees3
Clients26
DateMar 2012
Total AUM$92.5M
Discretionary$90.4M
Non-Disc.$2M
Employees1
Clients26
DateJun 2011
Total AUM$86.5M
Discretionary$83.5M
Non-Disc.$2.9M
Employees5
Clients--
DateApr 2011
Total AUM$86.5M
Discretionary$83.5M
Non-Disc.$2.9M
Employees5
Clients--
DateOct 2009
Total AUM$57.8M
Discretionary$56M
Non-Disc.$1.8M
Employees5
Clients--
DateJun 2009
Total AUM$57.8M
Discretionary$56M
Non-Disc.$1.8M
Employees5
Clients--
DateApr 2009
Total AUM$57.8M
Discretionary$56M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2008
Total AUM$49.8M
Discretionary$49.2M
Non-Disc.$588.3K
Employees5
Clients--
DateMar 2007
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--