# Next Wealth Advisers

> Next Wealth Advisers is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 342970
- Filed as: NEXT WEALTH ADVISERS
- Legal name: Next Wealth Advisers, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342970
- AdvisorCensus page: https://advisorcensus.com/firm/next-wealth-advisers-342970

## Quick answers

**How is Next Wealth Advisers compensated?**
On its Form ADV (Item 5.E, October 2026), Next Wealth Advisers reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Next Wealth Advisers registered with the SEC or a state?**
Next Wealth Advisers is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342970.

**How much does Next Wealth Advisers manage?**
Next Wealth Advisers reports $0 in regulatory assets under management in its Form ADV filing dated September 21, 2026.

**Does Next Wealth Advisers 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/342970

**What changed in Next Wealth Advisers' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextwealthadvisers.com
- LinkedIn @next-wealth-advisers-llc

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Wealth Advisers (CRD 342970): Form ADV filing data as of October 2026.