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| Next Level Wealth Planning LLC
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| CRD # | 327644 |
| SEC # | 801-128745 |
| CIK # | 0002044208 |
| AUM | 322.7 M (2026-03-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-376-6949 |
| Address | 1817 N Lakes Place Meridian, ID 83646 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Micron Technology Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| AbbVie Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Palantir Technologies Inc | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
| Occidental Petroleum Corp /DE/ | 0.7 | ||
| Tesla Motors Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 143.5 |
| (b) Individuals (high net worth individuals) | 85 | 179.3 |
| (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 | 1,510 | 322.7 |
| By Discretionary | ||
| Discretionary | 1,379 | 315.4 |
| Non-Discretionary | 131 | 7.3 |
| Total | 1,510 | 322.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 321.1 | |
| Total | 1,510 | 322.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044208] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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REIK & Co LLC
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