Next Level Wealth Management, LLC

Next Level Wealth Management, LLC (CRD# 296982) is a financial advisory firm headquartered in , . They manage $7,598,860 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $262,030
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Next Level Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Crandall, financial advisor Seal Beach CA
Matthew A. Crandall
CRD#: 6573482
Seal Beach, CA

Matthew Crandall (CRD# 6573482) is an Investment Advisor Representative working at Next Level Wealth Management, LLC in Seal Beach, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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