Next Level Wealth Planning, LLC
Firm details
- Headquarters
- Meridian, Idaho
- CRD number
- 327644
- Registered since
- September 19, 2023
- Website
- nlwealthplanning.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.54%
- Individuals44.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Next Level Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm focuses on wealth management and financial planning for individual and family clients and also provides portfolio management services to small businesses and institutional clients. Its billing approach combines AUM-based fees with hourly and fixed-fee arrangements, reflecting a mix of ongoing advisory relationships and project-based planning engagements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds22%
- Non-Exchange Traded Equities17%
- Cash & Cash Equivalents14%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 230Active vs passive
$218M in ETFs
83%
$181M
15%
$37.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $68.9M | 98,345 | 31.59% |
Location
Meridian, ID
Ada
Location
Meridian, ID
Headquartered in Meridian, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 1817 N Lakes Pl
- Time zone
- MT (UTC-7)
- Office locations
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