Wealth Manager
    SEC Registered
    Manages Private Funds

    Next Level Wealth Planning, LLC

    Registered investment advisor · Meridian, Idaho · CRD #327644

    Assets Under Management
    $323M
    Client Accounts
    1,510
    Employees
    5
    CRD Number
    327644
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Next Level Wealth Planning, LLC

    Next Level Wealth Planning, LLC is a SEC-registered investment advisory firm headquartered in Meridian, Idaho, managing approximately $323M in regulatory assets across 1,510 client accounts. The firm's full regulatory record is filed with the SEC under CRD #327644.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Next Level Wealth Planning, LLC

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    Frequently Asked Questions

    What is Next Level Wealth Planning, LLC's AUM?

    Next Level Wealth Planning, LLC reports approximately $323M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Next Level Wealth Planning, LLC headquartered?

    Next Level Wealth Planning, LLC is headquartered in Meridian, Idaho.

    What is Next Level Wealth Planning, LLC's CRD number?

    Next Level Wealth Planning, LLC's CRD number is 327644. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Next Level Wealth Planning, LLC manage?

    Next Level Wealth Planning, LLC manages approximately 1,510 client accounts according to its latest SEC filing.

    Is Next Level Wealth Planning, LLC SEC registered?

    Yes, Next Level Wealth Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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