NEXT LEVEL WEALTH PLANNING, LLC
CRD #327644 SEC #801-128745 MERIDIAN, ID 208-376-6949
SEC Registered
Total AUM
$305.4M
Discretionary
$297.8M
Employees
5
Clients
--
Accounts
1,466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $305.4M | $297.8M | $7.6M | 5 | 5 |
| Oct 2025 | $305.4M | $297.8M | $7.6M | 5 | 5 |
| Oct 2025 | $258.5M | $253.4M | $5.1M | 5 | 5 |
| Oct 2025 | $258.5M | $253.4M | $5.1M | 5 | 5 |
| Jan 2025 | $258.5M | $253.4M | $5.1M | 4 | 5 |
| Nov 2024 | $244.2M | $229.4M | $14.8M | 4 | 0 |
| Sep 2024 | $199.8M | $157.5M | $42.3M | 4 | 0 |
| Jan 2024 | $199.8M | $157.5M | $42.3M | 4 | 0 |
| Jan 2024 | $191.4M | $131.8M | $59.7M | 4 | 0 |
| Jan 2024 | $191.4M | $131.8M | $59.7M | 4 | 0 |
| Dec 2023 | $191.4M | $131.8M | $59.7M | 4 | 0 |
| Dec 2023 | $191.4M | $131.8M | $59.7M | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$305.4M
Discretionary$297.8M
Non-Disc.$7.6M
Employees5
Clients5
DateOct 2025
Total AUM$305.4M
Discretionary$297.8M
Non-Disc.$7.6M
Employees5
Clients5
DateOct 2025
Total AUM$258.5M
Discretionary$253.4M
Non-Disc.$5.1M
Employees5
Clients5
DateOct 2025
Total AUM$258.5M
Discretionary$253.4M
Non-Disc.$5.1M
Employees5
Clients5
DateJan 2025
Total AUM$258.5M
Discretionary$253.4M
Non-Disc.$5.1M
Employees4
Clients5
DateNov 2024
Total AUM$244.2M
Discretionary$229.4M
Non-Disc.$14.8M
Employees4
Clients0
DateSep 2024
Total AUM$199.8M
Discretionary$157.5M
Non-Disc.$42.3M
Employees4
Clients0
DateJan 2024
Total AUM$199.8M
Discretionary$157.5M
Non-Disc.$42.3M
Employees4
Clients0
DateJan 2024
Total AUM$191.4M
Discretionary$131.8M
Non-Disc.$59.7M
Employees4
Clients0
DateJan 2024
Total AUM$191.4M
Discretionary$131.8M
Non-Disc.$59.7M
Employees4
Clients0
DateDec 2023
Total AUM$191.4M
Discretionary$131.8M
Non-Disc.$59.7M
Employees4
Clients0
DateDec 2023
Total AUM$191.4M
Discretionary$131.8M
Non-Disc.$59.7M
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0