# Next Level Wealth Management, LLC

> Next Level Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 296982
- Filed as: NEXT LEVEL WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296982
- AdvisorCensus page: https://advisorcensus.com/firm/next-level-wealth-management-llc-296982

## Quick answers

**How is Next Level Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Next Level Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Next Level Wealth Management, LLC registered with the SEC or a state?**
Next Level Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296982.

**How much does Next Level Wealth Management, LLC manage?**
Next Level Wealth Management, LLC reports $7,114,923 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Next Level Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (3).

**Does Next Level Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296982

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,114,923
- Discretionary: $7,114,923
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $792,126 |
| High net worth individuals | 4 | $6,322,797 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Level Wealth Management, LLC (CRD 296982): Form ADV filing data as of October 2026.