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NEXT LEGACY MANAGEMENT, LLC

PORTOLA VALLEY, CA · CRD 156640 · IAPD ↗ · nextlegacy.com · 650-324-5980

$4.41BRegulatory AUM
11Advisory reps
26Employees
3Clients
n/aPlanning clients
47Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
December 2025 — NEXT LEGACY MANAGEMENT, LLC moved its main office from PALO ALTO, CA to PORTOLA VALLEY, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2025 — NEXT LEGACY MANAGEMENT, LLC grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.