# Next Level Wealth Planning

Next Level Wealth Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** nextlevelwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/nlwealthplanning

## Regulatory record

- **CRD number:** 327644
- **SEC file number:** 801-128745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327644

## About

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.

## 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.

## Related profiles

- [WEST INVEST](https://altss.com/profile/west-invest)
- [HHL Wealth Advisors](https://altss.com/profile/hhl-wealth-advisors-inc)

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Last updated: 2026-07-06T01:24:22.005Z

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