# New Generation Wealth Management, LLC

> New Generation Wealth Management, LLC is a state-registered investment advisory firm in Osseo, MN, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated September 22, 2026.

- CRD: 289146
- Filed as: NEW GENERATION WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Osseo, MN
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289146
- AdvisorCensus page: https://advisorcensus.com/firm/new-generation-wealth-management-llc-osseo-mn-289146

## Quick answers

**How is New Generation Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New Generation Wealth Management, LLC reports these compensation arrangements: hourly charges; other.

**Where is New Generation Wealth Management, LLC located?**
New Generation Wealth Management, LLC's principal office is in Osseo, MN, according to its Form ADV.

**Is New Generation Wealth Management, LLC registered with the SEC or a state?**
New Generation Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289146.

**Does New Generation Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289146

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newgenwm.com
- Facebook @New-Generation-Wealth-Management-LLC-101582828336360
- LinkedIn @kory-holker
- YouTube @ngwm
- YouTube @UCFs--SksLZaO4eCCRdWdb-w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Generation Wealth Management, LLC (CRD 289146): Form ADV filing data as of October 2026.