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NEXT LEVEL PRIVATE LLC

HARRISON, NY · CRD 313247 · IAPD ↗ · (914) 431-5255

$1.37BRegulatory AUM
10Advisory reps
16Employees
0Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — NEXT LEVEL PRIVATE LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — NEXT LEVEL PRIVATE LLC reported RAUM up 30% ($1.05B -> $1.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
May 2025 — NEXT LEVEL PRIVATE LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — NEXT LEVEL PRIVATE LLC crossed $1B in regulatory AUM ($810.7M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
September 2024 — NEXT LEVEL PRIVATE LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — NEXT LEVEL PRIVATE LLC notice-filed in CO, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — NEXT LEVEL PRIVATE LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — NEXT LEVEL PRIVATE LLC reported RAUM up 26% ($643.4M -> $810.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.