Next Level Wealth Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Meridian, ID. Its latest Form ADV filing, dated March 5, 2026, reports $323M in regulatory assets under management, 5 employees, and 1,510 accounts.
Assets Under Management
$323M
Employees
5
Offices
--
Total Clients
572
Primary office
MERIDIAN, ID
1817 N LAKES PLACE, STE 150, MERIDIAN, ID, United States
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
487
2
HNWI
14.9%
85
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of March 5, 2026
Discretionary97.7%
$315M
98% of total RAUM97.7%
Non-discretionary2.3%
$7M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$323M
Total Accounts1,510
10Y AUM Change+$323M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee114:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.