Gen Next Wealth
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2351 W Cleveland Ave Ste A, Madera, Cali...Phone Number
(559) 715-1940Website
www.gennextwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1
About Gen Next Wealth
Gen Next Wealth is an independent, fee-only Registered Investment Advisor based in Madera, California, specializing in retirement planning for clients aged 50 and above. The firm focuses on building long-term relationships and offers tailored strategies in financial planning, wealth management, and tax optimization. Their mission is to empower clients by providing clarity and direction in achieving a secure and fulfilling retirement. Gen Next Wealth operates virtually, serving clients nationwide with a commitment to transparency and integrity.Explore more
Gen Next Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Gen Next Wealth
<$5M
1-10
Private
-
2017
EM
Emlen Miles-MattinglyFounder & President, CEO & Senior Advisor
Company Profile Activity
Activity Insights
Gen Next Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Gen Next Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gen Next Wealth.
Gen Next Wealth Tech Stack
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Gen Next Wealth is an independent, fee-only Registered Investment Advisor based in Madera, California, specializing in retirement planning for clients aged 50 and above. The firm focuses on building long-term relationships and offers tailored strategies in financial planning, wealth management, and tax optimization. Their mission is to empower clie... Read More
