Next Level Wealth Planning, LLC
Next Level Wealth Planning, LLC is an SEC-registered mass-market adviser in Meridian, ID with $322.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Next Level Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327644, SEC 801-128745, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $322.7M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Meridian, ID
- Employees
- 5
- Clients
- 572
- CRD
- 327644
- Ownership
- MCCARNEY FINANCIAL GROUP LLC; MAJORS FINANCIAL GROUP LLC; EAMON, KAREN, JEAN; MAJORS, CHAD, THOMAS; MFA WEALTH MANAGEMENT LLC
How much AUM does Next Level Wealth Planning, LLC have?
Next Level Wealth Planning, LLC reported $322.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Next Level Wealth Planning, LLC?
Disclosed owners and executives of Next Level Wealth Planning, LLC include MCCARNEY FINANCIAL GROUP LLC, MAJORS FINANCIAL GROUP LLC, EAMON, KAREN, JEAN, MAJORS, CHAD, THOMAS, MFA WEALTH MANAGEMENT LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.