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NET WORTH ADVISORY GROUP, LLC

CRD 126983 · SEC 801-65548

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75 W. TOWNE RIDGE PARKWAY, SUITE 460, SANDY, UT, 84070, United States

Phone

801-566-6639

Fax

801-566-6688

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$838.4M

Discretionary AUM

$474.7M

Team

20 total employees; 13 advisory reps; 5 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals594$205.2M
High net worth individuals268$633.1M

States served

AZ, CA, CO, ID, IL, NV, OR, UT, WY, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD