118 W. Winchester Street
Suite 101
Murray, Utah 84107
Tel: 801-748-0044
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 318842 |
SEC# | 801-123661 |
Assets Managed by Firm | $287,098,703 |
No. of Clients | 1192 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1192 | $287,098,703 |
Individuals (other than high net worth individuals) | 511 | $135,998,812 |
High net worth individuals | 63 | $139,726,102 |
Charitable organizations | 1 | $580,150 |
Corporations or other businesses | 14 | $10,793,639 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$47,001,314,000 | 132 | 2300 | |
$26,663,066,907 | 237 | 90 | |
$8,777,551,735 | 33539 | 17 | |
$6,821,969,061 | 3884 | 72 | |
$6,672,033,386 | 1963 | 24 |
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