1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEXT LEVEL WEALTH PLANNING, LLC

Map pinMERIDIAN, ID
Phone208-376-6949
NotebookSEC #801-128745
Total AUM
$322.7M
Employees
5
Clients
572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1817 N LAKES PLACE
STE 150
MERIDIAN
ID 83646
United States
Operating Hours
8:00 AM - 3:00 PM
Monday - Friday
Phone
208-376-6949

ReceiptFinancials

Total AUM
$322.7M
Accounts
1,510
Discretionary
$315.4M
Accounts
1,379
Non-Discretionary
$7.3M
Accounts
131

ContactClients

View more in analytics →

Individual Clients
487
AUM
$143.5M
HNW Individual Clients
85
AUM
$179.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXUTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account