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NEXT LEVEL WEALTH PLANNING, LLC

MERIDIAN, ID · CRD 327644 · IAPD ↗ · 208-376-6949

$322.7MRegulatory AUM
4Advisory reps
5Employees
9Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

79
February 2025 — NEXT LEVEL WEALTH PLANNING, LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — NEXT LEVEL WEALTH PLANNING, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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