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 registered investment adviser organized as an LLC and operating since 2006. The firm is owned by an individual and focuses on advising individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars and workshops. Net Worth Advisory Group bills through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm identifies as a capital allocator and is not positioned as an ESG-focused or multi-state adviser. FA Magazine recognized the firm on a Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
David Swapp
Chief Executive OfficerCRD 4888140
Richard Smith
Chief Marketing OfficerCRD 5971956
Merrit Arnell
Chief Financial and Operations OfficerCRD 6317737
Contacts
3 of 11
Kristina Donahoo
Financial AdvisorCRD 6735281
Cade Pack
Financial AdvisorCRD 7753287
Hunter Horrocks
Customer Service ManagerCRD 8047651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$175M in ETFs
94%
$165M
2%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $22.4M | 271,123 | 12.82% |
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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