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| Net Worth Advisory Group LLC
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|---|---|
| CRD # | 126983 |
| SEC # | 801-65548 |
| CIK # | 0001791998 |
| AUM | 838.4 M (2026-03-23) |
| Employees | 20 (65% 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) | |
|---|---|---|---|
| Nvidia Corp | 8.0 | ||
| Applied Materials Inc /DE | 6.9 | ||
| Apple Inc | 6.0 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.8 | ||
| Alphabet Inc | 3.7 | ||
| Broadcom Inc | 3.3 | ||
| Lilly Eli & Co | 3.3 | ||
| Cisco Systems Inc | 3.2 | ||
| Advanced Micro Devices Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 594 | 205.2 |
| (b) Individuals (high net worth individuals) | 268 | 633.1 |
| (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 | 3,255 | 838.4 |
| By Discretionary | ||
| Discretionary | 2,352 | 474.7 |
| Non-Discretionary | 903 | 363.7 |
| Total | 3,255 | 838.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 838.4 | |
| Total | 3,255 | 838.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001791998] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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