Overview
Assets Under Management: $718 million
Headquarters: SANDY, UT
High-Net-Worth Clients: 232
Average Client Assets: $2 million
Frequently Asked Questions
NET WORTH ADVISORY GROUP, 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 #126983), NET WORTH ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
NET WORTH ADVISORY GROUP, LLC is headquartered in SANDY, UT.
NET WORTH ADVISORY GROUP, LLC serves 232 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, NET WORTH ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
NET WORTH ADVISORY GROUP, LLC manages $718 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, NET WORTH ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 232
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,970
Discretionary Accounts: 2,131
Non-Discretionary Accounts: 839
Regulatory Filings
CRD Number: 126983
Filing ID: 1952048
Last Filing Date: 2025-03-13 19:53:00
Website: https://networthadvice.com