Active
NEXT LEVEL WEALTH PLANNING, LLC
Investment Advice|MERIDIAN, ID
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$258.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 253.4M |
| Non-Discretionary | 5.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 327644 |
| SEC Number | 801-128745 |
| Street Address | 1817 N LAKES PLACE |
| Street Address 2 | STE 150 |
| Location | MERIDIAN, ID 83646 |
| Country | United States |
| Phone | 208-376-6949 |
| Fax | 208-888-4445 |
| Total Employees | 4 |
Client Count by Type (555 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 486 |
| High Net Worth Individual… | 69 |
Community Partners
CITY OF BOISE
CITY OF EAGLE
CITY OF GARDEN CITY
CITY OF KUNA
CITY OF MERIDIAN
CITY OF NAMPA
CITY OF STAR
COUNTY OF ADA
CITY OF BOISE
CITY OF EAGLE
CITY OF GARDEN CITY
CITY OF KUNA
CITY OF MERIDIAN
CITY OF NAMPA
CITY OF STAR
COUNTY OF ADA
CITY OF BOISE
CITY OF EAGLE
CITY OF GARDEN CITY
CITY OF KUNA
CITY OF MERIDIAN
CITY OF NAMPA
CITY OF STAR
COUNTY OF ADA
Municipal Government
8 Active
8
Organizations
ADA COMMUNITY LIBRARY
ADA COUNTY CONSOLIDATED DRAINAGE DISTRICT 2
ADA COUNTY DRAINAGE DISTRICT 3
ADA COUNTY HIGHWAY DISTRICT
ADA COUNTY HOUSING AUTHORITY
ADA SOIL AND WATER CONSERVATION DISTRICT
AIRPORT
BOISE CENTRE
BOISE CITY HOUSING AUTHORITY
BOISE-KUNA IRRIGATION DISTRICT
CAPITAL VIEW IRRIGATION DISTRICT
DRY CREEK CEMETERY DISTRICT
EAGLE FIRE PROTECTION DISTRICT
EAGLE SEWER DISTRICT
FAIRVIEW CEMETERY DISTRICT- ADA AND CANYON
FOREST PRODUCTS COMMISSION IDAHO
IDAHO OILSEED COMMISSION
JOPLIN CEMETERY DISTRICT
KUNA CEMETERY MAINTENANCE DISTRICT
KUNA RURAL FIRE DISTRICT
ADA COMMUNITY LIBRARY
ADA COUNTY CONSOLIDATED DRAINAGE DISTRICT 2
ADA COUNTY DRAINAGE DISTRICT 3
ADA COUNTY HIGHWAY DISTRICT
ADA COUNTY HOUSING AUTHORITY
ADA SOIL AND WATER CONSERVATION DISTRICT
AIRPORT
BOISE CENTRE
BOISE CITY HOUSING AUTHORITY
BOISE-KUNA IRRIGATION DISTRICT
CAPITAL VIEW IRRIGATION DISTRICT
DRY CREEK CEMETERY DISTRICT
EAGLE FIRE PROTECTION DISTRICT
EAGLE SEWER DISTRICT
FAIRVIEW CEMETERY DISTRICT- ADA AND CANYON
FOREST PRODUCTS COMMISSION IDAHO
IDAHO OILSEED COMMISSION
JOPLIN CEMETERY DISTRICT
KUNA CEMETERY MAINTENANCE DISTRICT
KUNA RURAL FIRE DISTRICT
ADA COMMUNITY LIBRARY
ADA COUNTY CONSOLIDATED DRAINAGE DISTRICT 2
ADA COUNTY DRAINAGE DISTRICT 3
ADA COUNTY HIGHWAY DISTRICT
ADA COUNTY HOUSING AUTHORITY
ADA SOIL AND WATER CONSERVATION DISTRICT
AIRPORT
BOISE CENTRE
BOISE CITY HOUSING AUTHORITY
BOISE-KUNA IRRIGATION DISTRICT
CAPITAL VIEW IRRIGATION DISTRICT
DRY CREEK CEMETERY DISTRICT
EAGLE FIRE PROTECTION DISTRICT
EAGLE SEWER DISTRICT
FAIRVIEW CEMETERY DISTRICT- ADA AND CANYON
FOREST PRODUCTS COMMISSION IDAHO
IDAHO OILSEED COMMISSION
JOPLIN CEMETERY DISTRICT
KUNA CEMETERY MAINTENANCE DISTRICT
KUNA RURAL FIRE DISTRICT
Special District
41 Active
41
Organizations
BOISE INDEPENDENT SCHOOL DISTRICT 1
COLLEGE OF WESTERN IDAHO
COMPASS PUBLIC CHARTER SCHOOL INC
IDAHO ARTS CHARTER SCHOOL INC
INDEPENDENT SCHOOL DISTRICT OF BOISE CITY
JOINT SCHOOL DISTRICT NO 2
KUNA JOINT SCHOOL DISTRICT 3
LEGACY CHARTER SCHOOL DISTRICT
LIBERTY CHARTER SCHOOL
NAMPA SCHOOL DISTRICT 131
ROLLING HILLS PUBLIC
VICTORY CHARTER SCHOOL, INC.
WEST ADA SCHOOL DISTRICT 2
BOISE INDEPENDENT SCHOOL DISTRICT 1
COLLEGE OF WESTERN IDAHO
COMPASS PUBLIC CHARTER SCHOOL INC
IDAHO ARTS CHARTER SCHOOL INC
INDEPENDENT SCHOOL DISTRICT OF BOISE CITY
JOINT SCHOOL DISTRICT NO 2
KUNA JOINT SCHOOL DISTRICT 3
LEGACY CHARTER SCHOOL DISTRICT
LIBERTY CHARTER SCHOOL
NAMPA SCHOOL DISTRICT 131
ROLLING HILLS PUBLIC
VICTORY CHARTER SCHOOL, INC.
WEST ADA SCHOOL DISTRICT 2
BOISE INDEPENDENT SCHOOL DISTRICT 1
COLLEGE OF WESTERN IDAHO
COMPASS PUBLIC CHARTER SCHOOL INC
IDAHO ARTS CHARTER SCHOOL INC
INDEPENDENT SCHOOL DISTRICT OF BOISE CITY
JOINT SCHOOL DISTRICT NO 2
KUNA JOINT SCHOOL DISTRICT 3
LEGACY CHARTER SCHOOL DISTRICT
LIBERTY CHARTER SCHOOL
NAMPA SCHOOL DISTRICT 131
ROLLING HILLS PUBLIC
VICTORY CHARTER SCHOOL, INC.
WEST ADA SCHOOL DISTRICT 2
School District
13 Active
13
Organizations
100ADA
100 MEN WHO GIVE CORPORATION
1212 Gives Inc
12TH AND IDAHO BALLROOM RESTORATION INC
1SG ERIN R AND AUTUMN MCCALL FAMILY FOUNDATION INC
2019 WOOL WAREHOUSE INC
208 CARES INCORPORATED
208 CLEANUP INC
208 LOCAL MSERS INC
208 STREET MACHINES
27TH FIELD ARTILLERY ASSOCIATION INC
29 BETHEL
2Ears2Learn Inc
3465 VETERANS OF FOREIGN WARS AUXILIARY
3D PRINTING MENTALITY INC
3 OAKS MINISTRIES INC
40L INCORPORATED
486 INTL BROTHERHOOD OF POLICE
4-H CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
100ADA
100 MEN WHO GIVE CORPORATION
1212 Gives Inc
12TH AND IDAHO BALLROOM RESTORATION INC
1SG ERIN R AND AUTUMN MCCALL FAMILY FOUNDATION INC
2019 WOOL WAREHOUSE INC
208 CARES INCORPORATED
208 CLEANUP INC
208 LOCAL MSERS INC
208 STREET MACHINES
27TH FIELD ARTILLERY ASSOCIATION INC
29 BETHEL
2Ears2Learn Inc
3465 VETERANS OF FOREIGN WARS AUXILIARY
3D PRINTING MENTALITY INC
3 OAKS MINISTRIES INC
40L INCORPORATED
486 INTL BROTHERHOOD OF POLICE
4-H CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
100ADA
100 MEN WHO GIVE CORPORATION
1212 Gives Inc
12TH AND IDAHO BALLROOM RESTORATION INC
1SG ERIN R AND AUTUMN MCCALL FAMILY FOUNDATION INC
2019 WOOL WAREHOUSE INC
208 CARES INCORPORATED
208 CLEANUP INC
208 LOCAL MSERS INC
208 STREET MACHINES
27TH FIELD ARTILLERY ASSOCIATION INC
29 BETHEL
2Ears2Learn Inc
3465 VETERANS OF FOREIGN WARS AUXILIARY
3D PRINTING MENTALITY INC
3 OAKS MINISTRIES INC
40L INCORPORATED
486 INTL BROTHERHOOD OF POLICE
4-H CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4124 Active
4124
Organizations
Community Partners112 organizations
CITY OF GARDEN CITY
Municipal Government·BOISE
CITY OF MERIDIAN
Municipal Government·MERIDIAN
CITY OF NAMPA
Municipal Government·NAMPA
ADA COMMUNITY LIBRARY
Special District·BOISE
ADA COUNTY CONSOLIDATED DRAINAGE DISTRICT 2
Special District·BOISE
ADA COUNTY HIGHWAY DISTRICT
Special District·GARDEN CITY
AIRPORT
Special District·BOISE
BOISE CENTRE
Special District·BOISE
BOISE-KUNA IRRIGATION DISTRICT
Special District·KUNA
CAPITAL VIEW IRRIGATION DISTRICT
Special District·EAGLE
FAIRVIEW CEMETERY DISTRICT- ADA AND CANYON
Special District·NAMPA
FOREST PRODUCTS COMMISSION IDAHO
Special District·BOISE
IDAHO OILSEED COMMISSION
Special District·MERIDIAN
JOPLIN CEMETERY DISTRICT
Special District·BOISE
KUNA CEMETERY MAINTENANCE DISTRICT
Special District·KUNA
KUNA RURAL FIRE DISTRICT
Special District·KUNA
MERIDIAN CEMETERY DISTRICT
Special District·MERIDIAN
MERIDIAN RURAL FIRE PROTECTION DISTRICT
Special District·MERIDIAN
NAMPA FIRE PROTECTION DISTRICT
Special District·NAMPA
NEW YORK IRRIGATION DISTRICT
Special District·BOISE
SETTLERS IRRIGATION DISTRICT
Special District·BOISE
SEVEN SUCKERS IRRIGATION DISTRICT
Special District·EAGLE
SPECIES CONSERVATION OFFICE OF
Special District·BOISE
STAR CEMETERY MAINTENANCE DISTRICT
Special District·STAR
STAR FIRE PROTECTION DISTRICT
Special District·STAR
STAR SEWER WATER DISTRICT
Special District·STAR
SUNSET FIRE DISTRICT
Special District·NAMPA
VALLEY REGIONAL TRANSIT
Special District·MERIDIAN
WEST BOISE SEWER DISTRICT
Special District·BOISE
WESTERN ADA RECREATION DISTRICT
Special District·MERIDIAN
WHITNEY FIRE PROTECTION DISTRICT
Special District·BOISE
COLLEGE OF WESTERN IDAHO
School District·NAMPA
COMPASS PUBLIC CHARTER SCHOOL INC
School District·MERIDIAN
IDAHO ARTS CHARTER SCHOOL INC
School District·NAMPA
INDEPENDENT SCHOOL DISTRICT OF BOISE CITY
School District·BOISE
JOINT SCHOOL DISTRICT NO 2
School District·MERIDIAN
LEGACY CHARTER SCHOOL DISTRICT
School District·NAMPA
LIBERTY CHARTER SCHOOL
School District·NAMPA
NAMPA SCHOOL DISTRICT 131
School District·NAMPA
ROLLING HILLS PUBLIC
School District·BOISE
VICTORY CHARTER SCHOOL, INC.
School District·NAMPA
100ADA
Nonprofit Organization·Boise
100 MEN WHO GIVE CORPORATION
Nonprofit Organization·Star
1212 Gives Inc
Nonprofit Organization·Meridian
12TH AND IDAHO BALLROOM RESTORATION INC
Nonprofit Organization·BOISE
1SG ERIN R AND AUTUMN MCCALL FAMILY FOUNDATION INC
Nonprofit Organization·BOISE
2019 WOOL WAREHOUSE INC
Nonprofit Organization·BOISE
208 CARES INCORPORATED
Nonprofit Organization·Boise
208 CLEANUP INC
Nonprofit Organization·Meridian
208 LOCAL MSERS INC
Nonprofit Organization·Boise
208 STREET MACHINES
Nonprofit Organization·Nampa
27TH FIELD ARTILLERY ASSOCIATION INC
Nonprofit Organization·Eagle
29 BETHEL
Nonprofit Organization·MERIDIAN
2Ears2Learn Inc
Nonprofit Organization·Boise
3465 VETERANS OF FOREIGN WARS AUXILIARY
Nonprofit Organization·Boise
3D PRINTING MENTALITY INC
Nonprofit Organization·Boise
3 OAKS MINISTRIES INC
Nonprofit Organization·NAMPA
40L INCORPORATED
Nonprofit Organization·Boise
486 INTL BROTHERHOOD OF POLICE
Nonprofit Organization·Boise
4-H CLUB
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Nampa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Nampa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Nampa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Nampa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kuna
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Nampa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Meridian
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Boise
4THEABILITY
Nonprofit Organization·Boise
512 FUND
Nonprofit Organization·Boise
5-TOOL VALOR INC
Nonprofit Organization·NAMPA
611 NETWORK INC
Nonprofit Organization·BOISE
8 States Conference - Idaho
Nonprofit Organization·Meridian
Aardvark Foundation
Nonprofit Organization·Boise
ABC Ministries
Nonprofit Organization·Meridian