Investment adviser · CRD 318842
FINANCIAL NETWORK WEALTH ADVISORS LLC
Investment adviser filing (IA)
MURRAY, UT, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $515M Form ADV · Item 5.F
- Client accounts
- 1,828 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 114 | $265,527,058 | 51.5% |
| Individuals | 1,650 | $194,934,835 | 37.8% |
| Retirement plans | 42 | $33,204,727 | 6.4% |
| Corporations & businesses | 16 | $20,907,457 | 4.1% |
| Charities | 1 | $731,351 | 0.1% |
| Other clients | 5 | $108,600 | 0.0% |
Filing source
Form ADV 2053011 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
118 W. WINCHESTER STREET, SUITE 101MURRAY, UT, 84107, United States
CRD 318842
Filing source
Form ADV 2053011 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.