# Nuwealth Advisors, LLC

> Nuwealth Advisors, LLC is a state-registered investment advisory firm in St. George, UT, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 328411
- Filed as: NUWEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. George, UT
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328411
- AdvisorCensus page: https://advisorcensus.com/firm/nuwealth-advisors-llc-st-george-ut-328411

## Quick answers

**How is Nuwealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nuwealth Advisors, LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nuwealth Advisors, LLC located?**
Nuwealth Advisors, LLC's principal office is in St. George, UT, according to its Form ADV.

**Is Nuwealth Advisors, LLC registered with the SEC or a state?**
Nuwealth Advisors, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328411.

**How much does Nuwealth Advisors, LLC manage?**
Nuwealth Advisors, LLC reports $31,500,000 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (70% discretionary).

**What types of clients does Nuwealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (245); high net worth individuals (15).

**Does Nuwealth 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328411

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $31,500,000
- Discretionary: $22,000,000
- Non-discretionary: $9,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 245 | $20,000,000 |
| High net worth individuals | 15 | $11,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nuwealth Advisors, LLC (CRD 328411): Form ADV filing data as of October 2026.