AdvisorCensus / Financial advisors / Utah / Salt Lake City / Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC is an SEC-registered investment advisory firm in Sandy, UT, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Net Worth Advisory Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Net Worth Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Net Worth Advisory Group, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Net Worth Advisory Group, LLC located?
Net Worth Advisory Group, LLC's principal office is in Sandy, UT, according to its Form ADV.
Is Net Worth Advisory Group, LLC registered with the SEC or a state?
Net Worth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126983.
How much does Net Worth Advisory Group, LLC manage?
Net Worth Advisory Group, LLC reports $838,368,975 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (57% discretionary).
How have Net Worth Advisory Group, LLC's assets and staff changed since 2021?
In the Form ADV data for Net Worth Advisory Group, LLC: Regulatory assets under management: $498,877,113 in the October 2021 data and $838,368,975 in the October 2026 data, up 68%. Total employees: 15 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Net Worth Advisory Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (594); high net worth individuals (268).
Which custodians does Net Worth Advisory Group, LLC use?
Net Worth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets.
Does Net Worth Advisory Group, 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/126983
What changed in Net Worth Advisory Group, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 10 to 13. Regulatory assets under management went from $718,363,737 to $838,368,975 (+17%). Registered or notice-filed in OR.
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
- Fixed fees (other than subscription fees)
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 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Fees for Net Worth Advisory Group are computed at an annualized percentage of assets under management. Most clients pay between 0.50% and 1.50% annually as outlined and agreed upon in the Investment Advisory Agreement.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$838,368,975 as of October 2026, filing dated March 23, 2026.
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.DA 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 20. Performing investment advisory functions: 13.
- 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.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $838,368,975 | 20 | March 23, 2026 |
| October 2025 | $718,363,737 | 18 | March 13, 2025 |
| October 2024 | $632,116,727 | 16 | March 12, 2024 |
| October 2023 | $524,432,617 | 16 | February 16, 2023 |
| October 2022 | $581,690,866 | 16 | March 14, 2022 |
| October 2021 | $498,877,113 | 15 | February 9, 2021 |
Regulatory assets under management: $498,877,113 in the October 2021 data and $838,368,975 in the October 2026 data, up 68%.
Total employees: 15 in October 2021 and 20 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- April 2026
- Employees performing advisory functions went from 10 to 13.
- Regulatory assets under management went from $718,363,737 to $838,368,975 (+17%).
- Registered or notice-filed in OR.
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.ISource: 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. Net Worth Advisory Group, LLC (CRD 126983): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/net-worth-advisory-group-llc-sandy-ut-126983