Next Level Wealth Management, LLC

Overview

Next Level Wealth Management, LLC is a small, owner-operated advisory firm that provides discretionary portfolio management to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a clear preference for publicly traded equities as the primary building block of client portfolios. Advisory activity is focused on direct portfolio management rather than pension consulting or multi-state institutional work, and the firm does not identify as an active ESG investor. Beyond equities, the firm lists allocations to hedge funds and real estate through external managers and uses mutual funds as supplemental building blocks. Custody relationships at Interactive Brokers and Charles Schwab suggest a trading-oriented platform for equity and ETF execution alongside access to third‑party alternative managers.

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Location & Offices