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FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842 · SEC 801-123661
118 W. WINCHESTER STREET, SUITE 101, MURRAY, UT, 84107, United States
Phone
801-748-0044
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$515.4M
Discretionary AUM
$482.2M
Team
6 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1650 | $194.9M |
| High net worth individuals | 114 | $265.5M |
| Pension/profit sharing plans | 42 | $33.2M |
| Charitable organizations | 1 | $731K |
| Corporations/business entities | 16 | $20.9M |
States served
AZ, CA, CO, IL, NV, OR, UT, VA, WI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD