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| Net Worth Advisory Group LLC
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| |
|---|---|
| CRD # | 126983 |
| SEC # | 801-65548 |
| CIK # | 0001791998 |
| AUM | $632.1 MM (2024-03-12) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 801-566-6639 |
| Address | 75 W Towne Ridge Parkway Sandy, UT 84070 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 183.8 |
| (b) Individuals (high net worth individuals) | 188 | 448.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,700 | 632.1 |
| By Discretionary | ||
| Discretionary | 1,939 | 366.9 |
| Non-Discretionary | 761 | 265.2 |
| Total | 2,700 | 632.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 632.1 | |
| Total | 2,700 | 632.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nelson Capital Management LLC
✚
|
CA | 0.6 |
|
Walkner Condon Financial Advisors LLC
✚
|
WI | 0.6 |
|
CIM LLC
✚
|
NY | 0.6 |
|
Riskbridge Advisors LLC
✚
|
CT | 0.6 |
|
Galecki Financial Management Inc
✚
|
IN | 0.6 |
|
Probity Advisors Inc
✚
|
TX | 0.6 |
|
Catalina Capital Group LLC
✚
|
CA | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |
|
Asset Allocation Strategies LLC
✚
|
MI | 0.6 |
|
Baron Wealth Management LLC
✚
|
MI | 0.6 |