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NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644File 801-128745
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.