Next Level Wealth Planning, LLC

$322.7MAssets under management
as of Mar 2026 · SEC Form ADV
Meridian, ID
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Tech stack

No one at Next Level Wealth Planning, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $232M held · filed Nov 2024
Schwab
Per Form ADV · $12M held · filed Nov 2024