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).

By the Numbers
  • Total Assets Under Management
    632
    MILLION
  • Total Number of Accounts
    2,700
    ACCOUNTS
  • Average Account Value
    $234,117
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NV, TX, UT, WY

Financial Advisors at Net Worth Advisory Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Merrit Arnell
CRD#: 6317737
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

2
Michael K. Berry
CRD#: 5414312
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

3
Kristina N. Donahoo
CRD#: 6735281
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

4
Raymond E. Levitre
CRD#: 2047629
75 West Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

5
Gregory M. Simmons
CRD#: 6018110
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

6
Richard C. Smith
CRD#: 5971956
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

7
David W. Swapp
CRD#: 4888140
75 West Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

8
Amoree Farnsworth
CRD#: 7216021
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

9
Mckenna S. Jacobsen
CRD#: 7198367
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070

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.

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