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NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644File 801-128745
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$322.7M
Below cohort median (national)
Discretionary AUM
$315.4M
Non-discretionary $7.3M
Clients
572
1,510 accounts
Employees
5
Below cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 19, 2023
- Principal office
- 1817 N LAKES PLACE, STE 150, MERIDIAN, ID, 83646
- Phone
- 208-376-6949
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $322.7M
- Discretionary AUM
- $315.4M
- Non-discretionary AUM
- $7.3M
- Discretionary accounts
- 1,379
- Non-discretionary accounts
- 131
- Total accounts
- 1,510
- AUM per client
- $564K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 85 | $179.3M |
| Individuals (other than high net worth individuals) | 487 | $143.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 629 | 572 | decreased by57 |
| Feb 1, 2026 | AUM | $305,378,192 | $322,732,167 | increased by$17,353,975 |
| Feb 1, 2026 | Accounts | 1,466 | 1,510 | increased by44 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 5 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 555 | 629 | increased by74 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $258,490,501 | $305,378,192 | increased by$46,887,691 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,342 | 1,466 | increased by124 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEXT LEVEL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEXT LEVEL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.