NEXT LEVEL WEALTH PLANNING, LLC
Adviser information for NEXT LEVEL WEALTH PLANNING, LLC last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 788 | $157.5M |
| Non-Discretionary | 399 | $42.3M |
| Total | 1,187 | $199.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 474 | $108.9M |
| HNW Individuals | 52 | $90.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-128745 |
|---|---|
| SEC ERA File Number | 801-128745 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327644 |
| Legal Entity Identifier | None |
Principal Office
1817 N LAKES PLACESTE 150
MERIDIAN
ID
United States
Monday - Friday, 8:00 AM - 3:00 PM
Tel: 208-376-6949, Fax: 208-888-4445
Chief Compliance Officer
KAREN JEAN EAMON
CHIEF COMPLIANCE OFFICER
1817 N LAKES PLACE
STE 150
MERIDIAN
ID
United States
Tel:
208-376-6949
Fax:
208-888-4445
K****@*******************M
(Full email address available in API data)
Regulatory Contact
JACOB EDWARD MCCARNEY
1817 N LAKES PLACE
STE 150
MERIDIAN
ID
United States
Tel:
208-376-6949
Fax:
208-888-4445
J***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCCARNEY FINANCIAL GROUP LLC | Domestic Entity | – | MEMBER | 08/2023 | 25-50% |
| MFA WEALTH MANAGEMENT LLC | Domestic Entity | – | MEMBER | 08/2023 | 25-50% |
| MAJORS FINANCIAL GROUP LLC | Domestic Entity | – | MEMBER | 08/2023 | 25-50% |
| EAMON, KAREN, JEAN | Individual | – | CHIEF COMPLIANCE OFFICER, MANAGER | 08/2023 | < 5% |
| ABOUSSIE, MICHAEL, FOWLER | Individual | MFA WEALTH MANAGEMENT LLC | MANAGING MEMBER | 04/2023 | > 75% |
| MCCARNEY, JACOB, EDWARD | Individual | MCCARNEY FINANCIAL GROUP LLC | MANAGING MEMBER | 04/2022 | > 75% |
| MAJORS, CHAD, THOMAS | Individual | MAJORS FINANCIAL GROUP LLC | MANAGING MEMBER | 11/2005 | > 75% |