NET WORTH ADVISORY GROUP, LLC
Firm details
- Headquarters
- SANDY, Utah
- CRD number
- 126983
- Registered since
- March 6, 2006
- Website
- networthadvice.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.52%
- Individuals24.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Net Worth Advisory Group, LLC is an independent, individually owned registered investment adviser that has operated since 2006. The firm acts as a capital allocator for individual and family clients, providing fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements. Core advisory services emphasize financial planning and portfolio management for individuals and small businesses; the firm also performs manager selection, publishes periodic newsletters, and runs educational seminars and workshops. Net Worth Advisory Group is not an ESG-focused manager and does not identify as a multi-state adviser or pension consultant. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.
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 Equities58%
- US Government Bonds16%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents7%
- State & Local Bonds3%
Owners & executives
3 of 4DAVID SWAPP
Chief Executive OfficerCRD 4888140
RICHARD SMITH
Chief Marketing OfficerCRD 5971956
MERRIT ARNELL
Chief Financial and Operations OfficerCRD 6317737
Contacts
3 of 11Kristina Donahoo
Financial AdvisorCRD 6735281
Cade Pack
Financial AdvisorCRD 7753287
RAYMOND LEVITRE
Managing Partner, FounderCRD 2047629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$261M in ETFs
98%
$254M
2%
$6.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $15.3M | 184,683 | 5.86% |
Location
SANDY, UT
SALT LAKE
Location
SANDY, UT
Headquartered in SANDY, 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
- 75 W Towne Ridge Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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