FINANCIAL NETWORK WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2022

Total AUM

$515M

Discretionary

$482M

94% of AUM

Avg account

$282K

Accounts

1,828

Employees

Advisory reps

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

FINTRX

Overview

Financial Network Wealth Advisors LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owner‑operated. The firm serves both individual/family clients and institutional investors, positioning itself as a fee‑based advisor that charges a percentage of assets under management and, in some instances, hourly fees. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of outside managers. The firm functions as a capital allocator, deploying client capital into third‑party managers and traditional securities rather than operating primarily as an in‑house asset manager. It does not promote an ESG investing agenda.