# Nextgen Wealth Defense LLC

> Nextgen Wealth Defense LLC is a state-registered investment advisory firm in Lorain, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 334545
- Filed as: NEXTGEN WEALTH DEFENSE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lorain, OH
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334545
- AdvisorCensus page: https://advisorcensus.com/firm/nextgen-wealth-defense-llc-lorain-oh-334545

## Quick answers

**How is Nextgen Wealth Defense LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nextgen Wealth Defense LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Nextgen Wealth Defense LLC located?**
Nextgen Wealth Defense LLC's principal office is in Lorain, OH, according to its Form ADV.

**Is Nextgen Wealth Defense LLC registered with the SEC or a state?**
Nextgen Wealth Defense LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334545.

**How much does Nextgen Wealth Defense LLC manage?**
Nextgen Wealth Defense LLC reports $5,899,946 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Nextgen Wealth Defense LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (5).

**Does Nextgen Wealth Defense 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/334545

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,899,946
- Discretionary: $5,899,946
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,098,074 |
| High net worth individuals | 5 | $3,801,872 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextgenwealthdefense.com
- LinkedIn @nextgenwealthdefense
- LinkedIn @jonhurm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nextgen Wealth Defense LLC (CRD 334545): Form ADV filing data as of October 2026.