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THE HIGH NET WORTH ADVISORY GROUP, LLC

NAPLES, FL · CRD 309997 · IAPD ↗ · 1-866-906-2325

$861.7MRegulatory AUM
5Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2025 — THE HIGH NET WORTH ADVISORY GROUP, LLC notice-filed in IN, OK.
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.