Next Level Wealth Planning, LLC
● SEC registered since 2023CRD 327644SEC# 801-128745Meridian, ID
Reg. AUM
$322.7M
Employees
5
Accounts
1,510
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 $322.7 million in regulatory assets under management and employs 5 people.
Next Level Wealth Planning, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Jean Eamon Control | Chief Compliance Officer, Manager | Under 5% | 2023 |
| Majors Financial Group LLC Control | Member | 25-50% | 2023 |
| McCarney Financial Group LLC Control | Member | 25-50% | 2023 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Next Level Wealth Planning, LLC manage?
Next Level Wealth Planning, LLC reports $322.7 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
| Address | 1817 N Lakes Place, Ste 150, Meridian, ID 83646 |
| Phone | 208-376-6949 |
| Fax | 208-888-4445 |
| Office hours | 8:00 a.m. - 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.7M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$322.7Mregulatory AUM
Discretionary $315.4MNon-discretionary $7.3M