NEXT LEVEL PRIVATE LLC

Overview

Next Level Private LLC is an independent registered investment adviser that manages discretionary and non‑discretionary wealth for individuals, families and institutions. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting to deliver fee‑based advice under a mix of percentage‑of‑AUM and fixed‑fee arrangements. Its investment practice favors pooled public vehicles—mutual funds and ETFs—as the core building blocks, but the firm also allocates to third‑party hedge funds and uses annuity products where appropriate. The firm is not positioned as an ESG specialist and does not mark itself as a multi‑state adviser in its filings. Investment posture is centered on diversified, manager‑driven exposure rather than direct security concentration. That approach shows up in a large number of holdings across ETFs and individual equities, with a clear tilt toward quality growth exposure at the ETF level. The firm acts as an adviser to both private clients and institutional relationships, and it operates as a limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices