Net Worth Advisory Group, LLC

Net Worth Advisory Group, LLC (CRD# 126983) is a financial advisory firm headquartered in Sandy, UT. They manage $258,368,730 in 1,747 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    1,747
    ACCOUNTS
  • Average Account Value
    $147,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID, IL, NV, UT, WA

Financial Advisors at Net Worth Advisory Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Raymond E. Levitre
CRD#: 2047629
9980 S. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

Raymond Levitre (CRD# 2047629) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 26 years of experience in the finance industry. Raymond Levitre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Swapp
CRD#: 4888140
9980 So. 300 W., Suite 110, Sandy, UT 84070
96
Wealthminder
score

David Swapp (CRD# 4888140) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 11 years of experience in the finance industry. David Swapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael K. Berry
CRD#: 5414312
9980 So. 300 W., Suite 110, Sandy, UT 84070
93
Wealthminder
score

Michael Berry (CRD# 5414312) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 9 years of experience in the finance industry.

4
R C. Smith
CRD#: 5971956
9980 So. 300 W., Suite 110, Sandy, UT 84070
93
Wealthminder
score

R Smith (CRD# 5971956) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 5 years of experience in the finance industry. R Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gregory M. Simmons
CRD#: 6018110
9980 So. 300 W., Suite 110, Sandy, UT 84070
90
Wealthminder
score

Gregory Simmons (CRD# 6018110) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 4 years of experience in the finance industry.

6
Merrit Arnell
CRD#: 6317737
9980 So. 300 W., Suite 110, Sandy, UT 84070
89
Wealthminder
score

Merrit Arnell (CRD# 6317737) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 2 years of experience in the finance industry.

7
Kevin D. Michels
CRD#: 6185260
9980 So. 300 W., Suite 110, Sandy, UT 84070
89
Wealthminder
score

Kevin Michels (CRD# 6185260) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 3 years of experience in the finance industry. Kevin Michels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
David K. Luke
CRD#: 1984903
9980 So. 300 W., Suite 110, Sandy, UT 84070
81
Wealthminder
score

David Luke (CRD# 1984903) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 27 years of experience in the finance industry.

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