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NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644 · SEC 801-128745
1817 N LAKES PLACE, STE 150, MERIDIAN, ID, 83646, United States
Phone
208-376-6949
Fax
208-888-4445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.7M
Discretionary AUM
$315.4M
Team
5 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 487 | $143.5M |
| High net worth individuals | 85 | $179.3M |
States served
AZ, CA, CO, ID, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD