NewGen Wealth Creation, LLC, Registered Investment Advisor Revenue

Financial Services • San Juan, San Juan, Puerto Rico • 1-10 Employees

NewGen Wealth Creation, LLC, Registered Investment Advisor revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at NewGen Wealth Creation, LLC, Registered Investment Advisor

Natalia Ivanova

Founder and CEO

Company overview

Headquarters	San Juan, San Juan, Puerto Rico
Website	nwcwealth.com
NAICS	52
Keywords	Divorce, Financial Planning, Retirement, New Business Planning, All In Financial Wealth Management, Planning For An Early Retirement, Starting A New Family Financial Planning, Wealth Planning For Travel Lovers, Career Change Transition, One-Time Financial Check-Up, Young Adult Wealth Coaching
Founded	2022
Employees	1-10
Socials

NewGen Wealth Creation, LLC, Registered Investment Advisor Email Formats

NewGen Wealth Creation, LLC, Registered Investment Advisor uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nwcwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nwcwealth.com	100%

About NewGen Wealth Creation, LLC, Registered Investment Advisor

💼 Short Bio: Natalia Ivanova, Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 8+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 📋 Proven Track Record: Successfully helped over 500 clients to retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients over $17,000 in fees. Helped all our business owners organize their pension plans. How We Got Started Natalia immigrated to the US with $500 and a dream of a better financial future. She worked hard and studied to become a wealth manager, helping high-net-worth clients with investment strategies, tax planning, and estate planning. She noticed a gap in the market for affordable and modern financial planning services tailored to travel-loving professionals and business owners. In 2022, she launched NewGen Wealth Creation® to help them experience their money throughout their life, not just in retirement. NewGen offers a variety of financial planning services, including goal setting, budgeting, investing, risk analysis, tax planning, and estate planning. We use cutting-edge technology to make it easy for clients to access their financial information and manage their finances. 🌍 Client Diversity: 60% Referrals 40% Social Media Having worked with clients from various professions across the United States including medical, interior design, teaching, consulting, fitness training, entrepreneurship, and business ownership, we understand the unique financial challenges and opportunities in these fields.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

NewGen Wealth Creation, LLC, Registered Investment Advisor has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

NewGen Wealth Creation, LLC, Registered Investment Advisor has never raised funding before.

NewGen Wealth Creation, LLC, Registered Investment Advisor Tech Stack

Discover the technologies and tools that power NewGen Wealth Creation, LLC, Registered Investment Advisor's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

NewGen Wealth Creation, LLC, Registered Investment Advisor is located in San Juan, San Juan, PR.

NewGen Wealth Creation, LLC, Registered Investment Advisor generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

NewGen Wealth Creation, LLC, Registered Investment Advisor has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

NewGen Wealth Creation, LLC, Registered Investment Advisor was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

NewGen Wealth Creation, LLC, Registered Investment Advisor has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at NewGen Wealth Creation, LLC, Registered Investment Advisor

Natalia Ivanova

Founder and CEO

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