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Next Level Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,114,923
Clients
7
57% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,016,418
About
Next Level Wealth Management provides discretionary investment management and related financial planning services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations and other entities. The firm advises primarily on equities, mutual funds, ETFs and structured notes, and it also uses options and other derivatives where appropriate.
The investment process emphasizes fundamental analysis, diversified equity allocations and ongoing monitoring with periodic rebalancing to pursue capital appreciation and consistent income. The adviser may use structured notes and derivatives as complements to long-only strategies and employs options in separately managed accounts as part of income and risk-management techniques.
The firm is the sponsor and portfolio manager of its own wrap-fee program, a sponsorship arrangement that is uncommon among independent advisers. It manages roughly $7.1 million across a small number of client accounts and discloses that the firm’s principal operates a separate entertainment YouTube channel, dedicating substantial monthly time to that activity and occasionally working during trading hours.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Up to 1.50% annually, billed quarterly in arrears
Account minimum: $5,000
Main office location
Next Level Wealth Management, LLC
Lakewood CA, United States
Number of offices
1
Most active in
Next Level Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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