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| Next Level Wealth Planning LLC
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| |
|---|---|
| CRD # | 327644 |
| SEC # | 801-128745 |
| CIK # | |
| AUM | $199.8 MM (2024-01-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 208-376-6949 |
| Address | 1817 N Lakes Place Meridian, ID 83646 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 454 | 103.3 |
| (b) Individuals (high net worth individuals) | 50 | 88.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,185 | 191.4 |
| By Discretionary | ||
| Discretionary | 653 | 131.8 |
| Non-Discretionary | 532 | 59.7 |
| Total | 1,185 | 191.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 190.1 | |
| Total | 1,185 | 191.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eltekon Advisors LLC
✚
|
TX | 0.2 |
|
Firstrust LLC
✚
|
FL | 0.2 |
|
Union Heritage Capital
✚
|
MI | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |
|
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
|
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |
|
Vitalstone Financial LLC
✚
|
TX | 0.2 |
|
Resolute Wealth Advisor Inc
✚
|
OH | 0.2 |
|
KRAL Financial Advisors LLC
✚
|
MI | 0.2 |