Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC (CRD# 126983) is a financial advisory firm headquartered in Sandy, UT. They manage $632,116,727 in 2,700 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management632MILLION
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Total Number of Accounts2,700ACCOUNTS
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Average Account Value$234,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, ID, NV, TX, UT, WY
Merrit Arnell (CRD# 6317737) 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.
Michael Berry (CRD# 5414312) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 16 years of experience in the finance industry.
Kristina Donahoo (CRD# 6735281) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 7 years of experience in the finance industry.
Raymond Levitre (CRD# 2047629) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 33 years of experience in the finance industry.
Gregory Simmons (CRD# 6018110) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 12 years of experience in the finance industry.
Richard Smith (CRD# 5971956) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 12 years of experience in the finance industry.
David Swapp (CRD# 4888140) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 19 years of experience in the finance industry.
Amoree Farnsworth (CRD# 7216021) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has 1 year of experience in the finance industry.
Mckenna Jacobsen (CRD# 7198367) 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.