|
⚲
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| Net Worth Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 126983 |
| SEC # | 801-65548 |
| CIK # | |
| AUM | $524.4 MM (2023-02-16) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 801-566-6639 |
| Address | 75 W Towne Ridge Parkway Sandy, UT 84070 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 543 | 144.0 |
| (b) Individuals (high net worth individuals) | 165 | 380.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,494 | 524.4 |
| By Discretionary | ||
| Discretionary | 1,797 | 322.6 |
| Non-Discretionary | 697 | 201.9 |
| Total | 2,494 | 524.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 524.4 | |
| Total | 2,494 | 524.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Level Financial Advisors Inc
✚
|
NY | 0.5 |
|
Wealth Management Group LLC
✚
|
NY | 0.5 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.5 |
|
Private Wealth Strategies LLC
✚
|
OH | 0.5 |
|
Marotta Asset Management Inc
✚
|
VA | 0.5 |
|
Financial Management Strategies Inc
✚
|
OH | 0.5 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.5 |
|
Fountainhead AM LLC
✚
|
NJ | 0.5 |
|
TRU Independence Asset Management LLC
✚
|
OR | 0.5 |
|
Vestia Advisors LLC
✚
|
IN | 0.5 |