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Financial Network Wealth Advisors LLC

Murray, UTSEC-registered investment adviserCRD 318842

Filed as FINANCIAL NETWORK WEALTH ADVISORS LLC

Financial Network Wealth Advisors LLC is an SEC-registered investment advisory firm in Murray, UT, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

4 years
registered since 2022
$515,414,028
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Financial Network Wealth Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Financial Network Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Financial Network Wealth Advisors LLC located?

Financial Network Wealth Advisors LLC's principal office is in Murray, UT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Financial Network Wealth Advisors LLC registered with the SEC or a state?

Financial Network Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318842.

How much does Financial Network Wealth Advisors LLC manage?

Financial Network Wealth Advisors LLC reports $515,414,028 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (94% discretionary).

How have Financial Network Wealth Advisors LLC's assets and staff changed since 2022?

In the Form ADV data for Financial Network Wealth Advisors LLC: Regulatory assets under management: $140,873,863 in the October 2022 data and $515,414,028 in the October 2026 data, up 266%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Financial Network Wealth Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,650); high net worth individuals (114); pension and profit sharing plans (but not the plan participants or government pension plans) (42).

Which custodians does Financial Network Wealth Advisors LLC use?

Financial Network Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Financial Network Wealth Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318842

What changed in Financial Network Wealth Advisors LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $425,236,540 to $515,414,028 (+21%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$515,414,028

$515,414,028 as of October 2026, filing dated March 27, 2026.

Discretionary: $482,209,301.Non-discretionary: $33,204,727.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 1,650 Assets $194,934,835 (38%)
High net worth individuals
Clients 114 Assets $265,527,058 (52%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 42 Assets $33,204,727 (6%)
Charitable organizations
Clients 1 Assets $731,351 (0%)
Corporations or other businesses not listed above
Clients 16 Assets $20,907,457 (4%)
Other
Clients 5 Assets $108,600 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Also doing business as
PLAN 4 WEALTH LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 6. Performing investment advisory functions: 6.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Draper, UTLayton, UT
States registered or notice-filed
11 states or jurisdictions
AZCACOILNVORTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$141M 2022 $277M 2023 $287M 2024 $425M 2025 $515M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$515,414,0286March 27, 2026
October 2025$425,236,5406March 20, 2025
October 2024$287,098,7036April 15, 2024
October 2023$276,718,0736September 22, 2023
October 2022$140,873,8634September 19, 2022

Regulatory assets under management: $140,873,863 in the October 2022 data and $515,414,028 in the October 2026 data, up 266%.

Total employees: 4 in October 2022 and 6 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 5 to 6.
    • Regulatory assets under management went from $425,236,540 to $515,414,028 (+21%).
  2. January 2026
    • No longer registered or notice-filed in ID.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
p4wealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Financial Network Wealth Advisors LLC (CRD 318842): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/financial-network-wealth-advisors-llc-murray-ut-318842