NEXT LEVEL WEALTH PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$322,732,167
Discretionary
$315,392,411
Non-discretionary
$7,339,756
Firm details
- CRD number
- 327644
- SEC file number
- 801-128745
- Main office
- MERIDIAN, ID, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.