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NET WORTH ADVISORY GROUP, LLC
CRD 126983File 801-65548
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$838.4M
Above cohort median (national)
Discretionary AUM
$474.7M
Non-discretionary $363.7M
Clients
862
3,255 accounts
Employees
20
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 6, 2006
- Principal office
- 75 W. TOWNE RIDGE PARKWAY, SUITE 460, SANDY, UT, 84070
- Phone
- 801-566-6639
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $838.4M
- Discretionary AUM
- $474.7M
- Non-discretionary AUM
- $363.7M
- Discretionary accounts
- 2,352
- Non-discretionary accounts
- 903
- Total accounts
- 3,255
- AUM per client
- $973K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 268 | $633.1M |
| Individuals (other than high net worth individuals) | 594 | $205.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.