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| Financial Network Wealth Advisors LLC
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| |
|---|---|
| CRD # | 318842 |
| SEC # | 801-123661 |
| CIK # | 0002012031 |
| AUM | $287.1 MM (2024-02-12) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 801-748-0044 |
| Address | 118 W Winchester Street Murray, UT 84107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.8 | |
| MSFT | 1,918,222.4 | 2.0 | |
| GBCI | 5,297.8 | 1.6 | |
| GOOGL | 1,475,138.5 | 1.3 | |
| GLDM | 1.3 | ||
| SPEM | 1.1 | ||
| AMZN | 1,092,997.8 | 1.1 | |
| MCD | 179,584.2 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 136.0 |
| (b) Individuals (high net worth individuals) | 63 | 139.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 14 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,192 | 287.1 |
| By Discretionary | ||
| Discretionary | 1,164 | 280.2 |
| Non-Discretionary | 28 | 6.9 |
| Total | 1,192 | 287.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.1 | |
| Total | 1,192 | 287.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002012031] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 0.3 |
|
Optimum Investment Advisors LLC
✚
|
IL | 0.3 |
|
Mighty Oak Strong America Investment Company
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|
PA | 0.3 |
|
Archway Wealth Management LLC
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|
MO | 0.3 |
|
SS&H Financial Advisors Inc
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|
MI | 0.3 |
|
626 Financial LLC
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|
MI | 0.3 |
|
Planning Strategies Inc
✚
|
PA | 0.3 |
|
RF&L Wealth Management LLC
✚
|
MA | 0.3 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.3 |
|
Noble Wealth Management PBC
✚
|
CO | 0.3 |