Overview
Assets Under Management: $425 million
Headquarters: MURRAY, UT
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL NETWORK WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318842), FINANCIAL NETWORK WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
FINANCIAL NETWORK WEALTH ADVISORS LLC is headquartered in MURRAY, UT.
FINANCIAL NETWORK WEALTH ADVISORS LLC serves 93 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL NETWORK WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL NETWORK WEALTH ADVISORS LLC manages $425 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, FINANCIAL NETWORK WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 836
Discretionary Accounts: 786
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 318842
Filing ID: 1925373
Last Filing Date: 2025-03-20 18:19:00
Website: https://p4wealth.com