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FINANCIAL NETWORK WEALTH ADVISORS LLC

MURRAY, UT · CRD 318842 · IAPD ↗ · 801-748-0044

$515.4MRegulatory AUM
6Advisory reps
6Employees
3Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — FINANCIAL NETWORK WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($425.2M -> $515.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
April 2025 — FINANCIAL NETWORK WEALTH ADVISORS LLC reported RAUM up 48% ($287.1M -> $425.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — FINANCIAL NETWORK WEALTH ADVISORS LLC now reports custody of client assets ($27.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
May 2024 — FINANCIAL NETWORK WEALTH ADVISORS LLC notice-filed in CO, ID, VA.
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.