Financial Network Wealth Advisors LLC
Firm details
- Headquarters
- Murray, Utah
- CRD number
- 318842
- Registered since
- April 11, 2022
- Website
- www.p4wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI51.52%
- Individuals37.82%
- Pension & Profit Sharing Plans6.44%
- Corporations / Businesses4.06%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Network Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm operates as a capital allocator for both individual and family clients as well as institutional clients, charging clients by percentage of assets under management and, in some cases, hourly fees. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not positioned as an ESG-focused investor and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Other21%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds3%
Contacts
3 of 7
Scott Cheshire
Wealth Management AdvisorCRD 4399697
Justin Mcintyre
Wealth ManagerCRD 6058826
Kathleen Willham
Marketing AssociateCRD 7662769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 351Active vs passive
$94M in ETFs
72%
$67.4M
25%
$26.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $7.5M | 74,694 | 7.97% |
Location
Murray, UT
Salt Lake
Location
Murray, UT
Headquartered in Murray, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 118 W Winchester St
- Time zone
- MT (UTC-7)
- Office locations
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