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FINANCIAL NETWORK WEALTH ADVISORS LLC

118 W. Winchester Street
Suite 101
Murray, Utah 84107
Tel: 801-748-0044

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About FINANCIAL NETWORK WEALTH ADVISORS LLC

FINANCIAL NETWORK WEALTH ADVISORS LLC, formally registered with the SEC as FINANCIAL NETWORK WEALTH ADVISORS LLC. The firm was established in 04/11/2022. They have over 3 offices throughout the country.

FINANCIAL NETWORK WEALTH ADVISORS LLC is a Murray, Utah based Financial Planning firm with nearly $287,098,703 assets under management, offering retirement planning & investment advisory services to 1192 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#318842
SEC#801-123661
Assets Managed by Firm$287,098,703
No. of Clients1192
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1192$287,098,703
Individuals (other than high net worth individuals)511$135,998,812
High net worth individuals63$139,726,102
Charitable organizations1$580,150
Corporations or other businesses14$10,793,639

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