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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 07-01-2021
- Office Locations
- 2
Office Locations
About Next Level Private LLC
Next Level Private is a fee-only RIA serving successful individuals and families seeking financial independence. The team provides comprehensive, customized planning and portfolio management via a Financial Freedom Roadmap, wealth accumulation strategies, banking solutions, risk analysis, and impact-focused planning. Investment implementation includes mutual funds and ETFs, with held-away support via Pontera; custodies include Pershing.
Team overview
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Owner & Executives
BARRY PETER MITCHELL JR
Managing Director, Managing Member, MANAGING PRINCIPAL
- CRD
- #1807506
- Ownership
- 75% or more
Elisabeth Magnus Mitchell
Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Meridian eagle
Matrix focus foundation
- CRD
- #54417
- Ownership
- 2.2%
Showing 2 of 3 owners & executives
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RUSSELL STEPHEN BAKER
Director
- CRD
- #1551599
JOSEPH BLANEY
Owner
- CRD
- #1869917
Element unison
Meridian ember
- CRD
- #61962
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,244,605,000 | $468,073 |
| Non-Discretionary | $125,368,000 | $3,687,294 |
| Total | $1,369,973,000 | $508,716 |
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Separately Managed Accounts
Total SMA Asset: $1,369,973,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,848,496,200 | 83.0% |
| Equity - Exchange | $993,065,487 | 17.0% |
| Total | $5,841,561,687 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST FUSION EMBER | ATLAS GLACIER | NIL4L4Q5E | GQI | 5.52% | $68,649,654 |
| CAPITAL RIDGE CAPITAL | UNISON CATALYST | RSDSJX2WU | STWQ | 10.57% | $71,669,051 |
| NORTH INSIGHT GLACIER | QUANTUM INSIGHT | B440SXJBG | EKQW | 6.67% | $92,213,941 |
| VECTOR PATHWAY | PATHWAY EAGLE | W8AL70K3D | OFG | 3.64% | $36,497,115 |
| QUANTUM RIDGE | MATRIX ELEMENT | 9ZL32IKXO | ZOT | 9.22% | $87,587,026 |
| TIMBER TIMBER HARBOR | PEAK CATALYST | ML8FMLN2I | HIIV | 8.28% | $84,125,038 |
| EAGLE VALUE | INSIGHT BEACON | LJWH79Y2G | XCMX | 6.23% | $107,750,712 |
| EMBER MOMENTUM | HARBOR SUMMIT | RFULZC1PB | BGN | 2.94% | $113,158,346 |