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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Net Worth Advisory Group LLC
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|---|---|
| CRD # | 126983 |
| SEC # | 801-65548 |
| CIK # | 0001791998 |
| AUM | $718.4 M (2025-03-13) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 801-566-6639 |
| Address | 75 W Towne Ridge Parkway Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Nvidia Corp | 5.2 | ||
| Microsoft Corp | 5.2 | ||
| Facebook Inc | 3.9 | ||
| Amazon Com Inc | 3.2 | ||
| J P Morgan Chase & Co | 2.8 | ||
| SPDR Gold Trust | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 168.4 |
| (b) Individuals (high net worth individuals) | 232 | 550.0 |
| (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 | 2,970 | 718.4 |
| By Discretionary | ||
| Discretionary | 2,131 | 411.5 |
| Non-Discretionary | 839 | 306.9 |
| Total | 2,970 | 718.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 718.4 | |
| Total | 2,970 | 718.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001791998] |
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|---|---|---|
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✚
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0.7 | |
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Leelyn Smith LLC
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IL | 0.7 |
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Premier Financial Group Inc
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CA | 0.7 |
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Copperwynd Financial LLC
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AZ | 0.7 |
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Compton Wealth Advisory Group LLC
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VA | 0.7 |
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Montz Harcus Wealth Management LLC
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Hartford Financial Management Inc
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CT | 0.7 |
|
Carolina Wealth Management Inc
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NC | 0.7 |
|
Nelson Capital Management LLC
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CA | 0.7 |
|
FSA Investment Group LLC
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FL | 0.7 |