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NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD 126983 · IAPD ↗ · 801-566-6639

$838.4MRegulatory AUM
13Advisory reps
20Employees
5Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — NET WORTH ADVISORY GROUP, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2026 — NET WORTH ADVISORY GROUP, LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — NET WORTH ADVISORY GROUP, LLC notice-filed in IL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.