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NEXTGEN WEALTH DEFENSE LLC
CRD 334545
5445 BEAVERCREST DRIVE, SUITE 6, LORAIN, OH, 44053, United States
Phone
(440) 890-2026
Fax
(440) 890-2001
Registration
— (—)
Source
State registered
Total AUM
$5.9M
Discretionary AUM
$5.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.1M |
| High net worth individuals | 5 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD