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NEXT LEVEL WEALTH PLANNING, LLC

Tel: 208-376-6949
1817 N Lakes Place
Ste 150
Meridian, Idaho  83646

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NEXT LEVEL WEALTH PLANNING, LLC

NEXT LEVEL WEALTH PLANNING, LLC is a Meridian, Idaho based financial advisory firm with nearly $258,490,501 in assets under management and provides investment advisory services for 1342 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

327644

SEC#:

801-128745

No. of Clients:

1342

Assets under Management

$258,490,501

No. of Advisors:

4

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