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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Network Wealth Advisors LLC
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|---|---|
| CRD # | 318842 |
| SEC # | 801-123661 |
| CIK # | 0002012031 |
| AUM | $425.2 M (2025-03-20) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 801-748-0044 |
| Address | 118 W Winchester Street Murray, UT 84107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| Global MOFY Metaverse Ltd | 1.3 | ||
| McDonalds Corp | 1.1 | ||
| World Currency Gold Trust | 0.9 | ||
| AbbVie Inc | 0.8 | ||
| Exxon Mobil Corp | 0.6 | ||
| Abbott Laboratories | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 723 | 178.3 |
| (b) Individuals (high net worth individuals) | 93 | 207.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 27.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 425.2 |
| By Discretionary | ||
| Discretionary | 786 | 392.0 |
| Non-Discretionary | 50 | 33.3 |
| Total | 836 | 425.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.2 | |
| Total | 836 | 425.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012031] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Graybill Wealth Management Ltd
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|
IL | 0.4 |
|
Monte Financial Group LLC
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|
CT | 0.4 |
|
Acorn Creek Capital LLC
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|
CO | 0.4 |
|
MKD Wealth Coaches LLC
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|
MI | 0.4 |
|
Maltin Wealth Management Inc
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|
0.4 | |
|
Buska Wealth Management LLC
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|
WI | 0.4 |
|
Triad Wealth Partners LLC
✚
|
KS | 0.4 |
|
Peavine Capital LLC
✚
|
0.4 | |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 0.4 |
|
ENZI Wealth LLC
✚
|
TX | 0.4 |