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Next Level Wealth Planning
NEXT LEVEL WEALTH PLANNING, LLC is an SEC-registered investment adviser in Meridian, ID, registered since 2023. The firm manages $323 million in assets, with...
Overview
NEXT LEVEL WEALTH PLANNING, LLC is an SEC-registered investment adviser in Meridian, ID, registered since 2023. The firm manages $323 million in assets, with $315 million on a discretionary basis. It has 5 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who is the lead portfolio manager or investment decision-maker at Next Level Wealth Planning?
No named principals or portfolio managers are publicly disclosed. The firm operates without a visible investment committee or publicly profiled leadership, which aligns with a small-scale advisory practice without institutional reporting obligations.
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