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Building 2NEXT LEVEL WEALTH PLANNING, LLC

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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