NEXT LEVEL WEALTH MANAGEMENT, LLC

NEXT LEVEL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 296982). Regulatory assets under management: $7.1M.

Registration

• CRD: 296982
• Type: Registered investment adviser
• Phone: 562-972-5704
• Latest filing: 2026-03-24
• Regulatory AUM: $7.1M
• Discretionary AUM: $7.1M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296982 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search