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FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842File 801-123661
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$515.4M
Above cohort median (national)
Discretionary AUM
$482.2M
Non-discretionary $33.2M
Clients
1,823
1,828 accounts
Employees
6
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 11, 2022
- Principal office
- 118 W. WINCHESTER STREET, SUITE 101, MURRAY, UT, 84107
- Phone
- 801-748-0044
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $515.4M
- Discretionary AUM
- $482.2M
- Non-discretionary AUM
- $33.2M
- Discretionary accounts
- 1,786
- Non-discretionary accounts
- 42
- Total accounts
- 1,828
- AUM per client
- $283K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $20.9M |
| Charitable organizations | 1 | $731K |
| High net worth individuals | 114 | $265.5M |
| Pension and profit sharing plans | 42 | $33.2M |
| Individuals (other than high net worth individuals) | 1,650 | $194.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- Yes
- 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 17, 2026 | Clients | 1828 | 1823 |
| 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.