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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Next Level Wealth Planning LLC
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| CRD # | 327644 |
| SEC # | 801-128745 |
| CIK # | 0002044208 |
| AUM | $258.5 M (2025-01-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 208-376-6949 |
| Address | 1817 N Lakes Place Meridian, ID 83646 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.5 | ||
| Palantir Technologies Inc | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Microsoft Corp | 0.7 | ||
| Bitwise Bitcoin ETF | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| Micron Technology Inc | 0.6 | ||
| Occidental Petroleum Corp /DE/ | 0.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 120.6 |
| (b) Individuals (high net worth individuals) | 69 | 137.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,342 | 258.5 |
| By Discretionary | ||
| Discretionary | 1,315 | 253.4 |
| Non-Discretionary | 27 | 5.1 |
| Total | 1,342 | 258.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 257.0 | |
| Total | 1,342 | 258.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044208] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Simplex Wealth Management LLC
✚
|
CA | 0.3 |
|
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
|
Innealta Capital LLC
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|
0.3 | |
|
Madden Advisory Services Inc
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|
FL | 0.3 |
|
Resolute Wealth Advisor Inc
✚
|
OH | 0.3 |
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.3 |
|
Challenger Wealth Management
✚
|
CA | 0.3 |
|
Finivi Inc
✚
|
MA | 0.3 |
|
Shared Vision Wealth Group LLC
✚
|
0.3 | |
|
Sherwood Financial Partners LLC
✚
|
CA | 0.3 |