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| The High Net Worth Advisory Group LLC
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|---|---|
| CRD # | 309997 |
| SEC # | 801-119234 |
| CIK # | 0001919142 |
| AUM | 861.7 M (2026-01-22) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-906-2325 |
| Address | 8880 Tamiami Trail North Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.3 | ||
| Apple Inc | 13.1 | ||
| AbbVie Inc | 9.9 | ||
| Amazon Com Inc | 5.4 | ||
| Amgen Inc | 5.3 | ||
| Microsoft Corp | 4.6 | ||
| Parker Hannifin Corp | 4.2 | ||
| PepsiCo Inc | 4.0 | ||
| Abbott Laboratories | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 239.2 |
| (b) Individuals (high net worth individuals) | 89 | 591.7 |
| (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 | 8 | 30.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,119 | 861.7 |
| By Discretionary | ||
| Discretionary | 1,076 | 821.6 |
| Non-Discretionary | 43 | 40.1 |
| Total | 1,119 | 861.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 858.9 | |
| Total | 1,119 | 861.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001919142] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
Wealthcare Investment Partners LLC
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RI | 859.6 M |
|
Cambient Family Office LLC
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MI | 857.9 M |