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, individually owned registered investment adviser that registered with the SEC in 2022. The firm positions itself as a fee-based wealth manager and capital allocator serving both individual and family clients as well as institutional clients. Its billing model combines a percentage-of-assets approach with the ability to charge hourly fees for select work. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of other advisers. The firm is not an active ESG investor. It also maintains an affiliation with an insurance company, reflective of a broader set of client service capabilities beyond pure investment management.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 364Active vs passive
$97.3M in ETFs
73%
$70.9M
25%
$26.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $6.3M | 62,812 | 6.48% |
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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