Financial Network Wealth Advisors LLC

RIASEC Registered

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, 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.