Financial Network Wealth Advisors LLC

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Assets, Funds, Holdings

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Financial Network Wealth Advisors LLC
CRD #318842
SEC #801-123661
CIK #0002012031
AUM 515.4 M (2026-03-27)
Employees 6 (100% Investors, 100% Brokers)
Phone801-748-0044
Address118 W Winchester Street
Murray, UT 84107
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
60048036024012002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 2.5
Microsoft Corp 1.4
McDonalds Corp 1.1
Nvidia Corp 0.9
AbbVie Inc 0.9
Global MOFY Metaverse Ltd 0.9
Alphabet Inc 0.8
 
 
 
 
Holdings by Sector ($M)
14011284562802024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,650 194.9
(b) Individuals (high net worth individuals) 114 265.5
(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 42 33.2
(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 16 20.9
(n) Other 5 0.1
Total 1,828 515.4
By Discretionary
Discretionary 1,786 482.2
Non-Discretionary 42 33.2
Total 1,828 515.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 515.4
Total 1,828 515.4
EDGAR Form CIK 2011 - 2026
13F-HR [0002012031]
Firm Profile (Form ADV)
Clients3
ServesInstitutional, Retail
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