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Next Level Wealth Planning, LLC

● SEC registered since 2023CRD 327644SEC# 801-128745Meridian, ID
Export (members)
Reg. AUM
$305.4M
Employees
5
Accounts
1,466
Location
Meridian, ID

Next Level Wealth Planning, LLC assets under management

Next Level Wealth Planning, LLC is an SEC-registered investment adviser based in Meridian, ID. The firm has been registered since 2023. It reports $305.4 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/nlwealthplanningView on SEC.gov ↗

Next Level Wealth Planning, LLC owners & executives

7 reported
NameTitleOwnershipSince
Karen Jean Eamon ControlChief Compliance Officer, ManagerUnder 5%2023
Majors Financial Group LLC ControlMember25-50%2023
McCarney Financial Group LLC ControlMember25-50%2023
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Frequently asked questions

How much does Next Level Wealth Planning, LLC manage?

Next Level Wealth Planning, LLC reports $305.4 million in regulatory assets under management on its Form ADV.

How many employees does Next Level Wealth Planning, LLC have?

Next Level Wealth Planning, LLC reports 5 employees.

Where is Next Level Wealth Planning, LLC located?

Next Level Wealth Planning, LLC is based in Meridian, ID and has been SEC-registered since 2023.

Does Next Level Wealth Planning, LLC disclose fund performance?

Next Level Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1817 N Lakes Place, Ste 150, Meridian, ID 83646
Phone208-376-6949
Fax208-888-4445
Office hours8:00 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$297.8M
Non-discretionary$7.6M
Total (RAUM)$305.4M