NEXT LEVEL WEALTH PLANNING, LLC

1817 N Lakes Place
Ste 150
Meridian, Idaho 83646
Tel: 208-376-6949

About NEXT LEVEL WEALTH PLANNING, LLC

NEXT LEVEL WEALTH PLANNING, LLC, formally registered with the SEC as NEXT LEVEL WEALTH PLANNING, LLC. The firm was established in 09/19/2023. They have over 1 offices throughout the country.

NEXT LEVEL WEALTH PLANNING, LLC is a Meridian, Idaho based Financial Planning firm with nearly $258,490,501 assets under management, offering retirement planning & investment advisory services to 1342 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327644
SEC#	801-128745
Assets Managed by Firm	$258,490,501
No. of Clients	1342
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1342	$258,490,501
Individuals (other than high net worth individuals)	486	$120,574,108
High net worth individuals	69	$137,916,393

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THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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