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FINANCIAL NETWORK WEALTH ADVISORS LLC
118 W. Winchester Street
Suite 101
Murray, Utah 84107
Tel: 801-748-0044
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 Status | Approved |
|---|---|
| Firm CRD# | 318842 |
| SEC# | 801-123661 |
| Assets Managed by Firm | $287,098,703 |
| No. of Clients | 1192 |
| No. of Advisors | 6 |
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 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 |
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