|
⚲
|
| Next Level Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 327644 |
| SEC # | 801-128745 |
| CIK # | 0002044208 |
| AUM | $322.7 M (2026-03-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 208-376-6949 |
| Address | 1817 N Lakes Place Meridian, ID 83646 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002044208 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Micron Technology Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| AbbVie Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Palantir Technologies Inc | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
| Occidental Petroleum Corp /DE/ | 0.7 | ||
| Tesla Motors Inc | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Bitwise Bitcoin ETF | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Johnson Wealth Management LLC
✚
|
ND | 0.3 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
|
Brown Financial Advisors LLC
✚
|
OH | 0.3 |
|
Carswell Investments LLC
✚
|
NY | 0.3 |
|
RBS Wealth Management LLC
✚
|
MI | 0.3 |
|
Kapstone Financial Advisors LLC
✚
|
OH | 0.3 |
|
Livet Wealth LLC
✚
|
UT | 0.3 |
|
REIK & Co LLC
✚
|
0.3 | |
|
Nicholson Wealth Management Group LLC
✚
|
SC | 0.3 |
|
Shum Financial Group Inc
✚
|
CA | 0.3 |