NET WORTH ADVISORY GROUP, LLC
CRD #126983 SEC #801-65548 SANDY, UT 801-566-6639
SEC Registered
Total AUM
$718.4M
Discretionary
$411.5M
Employees
18
Clients
--
Accounts
2,970
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $718.4M | $411.5M | $306.9M | 18 | 5 |
| Mar 2024 | $632.1M | $366.9M | $265.2M | 16 | 5 |
| Mar 2024 | $632.1M | $366.9M | $265.2M | 16 | 5 |
| Feb 2023 | $524.4M | $322.6M | $201.9M | 16 | 5 |
| Mar 2022 | $581.7M | $341.4M | $240.3M | 16 | 5 |
| Feb 2022 | $581.7M | $341.4M | $240.3M | 16 | 5 |
| Feb 2021 | $498.9M | $293.5M | $205.4M | 15 | 5 |
| Jun 2020 | $410.4M | $248.7M | $161.7M | 16 | 5 |
| Feb 2020 | $410.4M | $248.7M | $161.7M | 16 | 5 |
| Feb 2019 | $326M | $196.9M | $129.1M | 16 | 5 |
| Aug 2018 | $312.2M | $187.3M | $124.9M | 14 | 5 |
| May 2018 | $312.2M | $187.3M | $124.9M | 14 | 5 |
| Feb 2018 | $312.2M | $187.3M | $124.9M | 14 | 5 |
| Feb 2017 | $258M | $154.4M | $103.6M | 11 | 400 |
| Feb 2016 | $258.4M | $134.3M | $124.1M | 15 | 500 |
| Feb 2015 | $249.4M | $129.4M | $120M | 15 | 400 |
| Mar 2014 | $206.2M | $102.1M | $104.1M | 15 | 300 |
| Feb 2013 | $160.2M | $96.6M | $63.6M | 13 | 200 |
| Oct 2012 | $138.6M | $78.1M | $60.4M | 6 | 200 |
| Oct 2012 | $138.6M | $78.1M | $60.4M | 6 | 200 |
| Mar 2012 | $138.6M | $78.1M | $60.4M | 6 | 200 |
| Mar 2011 | $129.9M | $58.5M | $71.5M | 10 | -- |
| Mar 2011 | $129.9M | $58.5M | $71.5M | 10 | -- |
| Sep 2010 | $93M | $39.6M | $53.5M | 5 | -- |
| May 2010 | $93M | $39.6M | $53.5M | 5 | -- |
| Oct 2009 | $63.1M | $25.7M | $37.4M | 5 | -- |
| Feb 2009 | $63.1M | $25.7M | $37.4M | 5 | -- |
| Feb 2008 | $71M | $17M | $54M | 5 | -- |
| Feb 2007 | $52.5M | $2.1M | $50.4M | 5 | -- |
| Feb 2006 | $37.5M | $0 | $37.5M | 5 | -- |
| Feb 2006 | $37.5M | $0 | $37.5M | 5 | -- |
| Dec 2005 | $37.5M | $0 | $37.5M | 5 | -- |
DateMar 2025
Total AUM$718.4M
Discretionary$411.5M
Non-Disc.$306.9M
Employees18
Clients5
DateMar 2024
Total AUM$632.1M
Discretionary$366.9M
Non-Disc.$265.2M
Employees16
Clients5
DateMar 2024
Total AUM$632.1M
Discretionary$366.9M
Non-Disc.$265.2M
Employees16
Clients5
DateFeb 2023
Total AUM$524.4M
Discretionary$322.6M
Non-Disc.$201.9M
Employees16
Clients5
DateMar 2022
Total AUM$581.7M
Discretionary$341.4M
Non-Disc.$240.3M
Employees16
Clients5
DateFeb 2022
Total AUM$581.7M
Discretionary$341.4M
Non-Disc.$240.3M
Employees16
Clients5
DateFeb 2021
Total AUM$498.9M
Discretionary$293.5M
Non-Disc.$205.4M
Employees15
Clients5
DateJun 2020
Total AUM$410.4M
Discretionary$248.7M
Non-Disc.$161.7M
Employees16
Clients5
DateFeb 2020
Total AUM$410.4M
Discretionary$248.7M
Non-Disc.$161.7M
Employees16
Clients5
DateFeb 2019
Total AUM$326M
Discretionary$196.9M
Non-Disc.$129.1M
Employees16
Clients5
DateAug 2018
Total AUM$312.2M
Discretionary$187.3M
Non-Disc.$124.9M
Employees14
Clients5
DateMay 2018
Total AUM$312.2M
Discretionary$187.3M
Non-Disc.$124.9M
Employees14
Clients5
DateFeb 2018
Total AUM$312.2M
Discretionary$187.3M
Non-Disc.$124.9M
Employees14
Clients5
DateFeb 2017
Total AUM$258M
Discretionary$154.4M
Non-Disc.$103.6M
Employees11
Clients400
DateFeb 2016
Total AUM$258.4M
Discretionary$134.3M
Non-Disc.$124.1M
Employees15
Clients500
DateFeb 2015
Total AUM$249.4M
Discretionary$129.4M
Non-Disc.$120M
Employees15
Clients400
DateMar 2014
Total AUM$206.2M
Discretionary$102.1M
Non-Disc.$104.1M
Employees15
Clients300
DateFeb 2013
Total AUM$160.2M
Discretionary$96.6M
Non-Disc.$63.6M
Employees13
Clients200
DateOct 2012
Total AUM$138.6M
Discretionary$78.1M
Non-Disc.$60.4M
Employees6
Clients200
DateOct 2012
Total AUM$138.6M
Discretionary$78.1M
Non-Disc.$60.4M
Employees6
Clients200
DateMar 2012
Total AUM$138.6M
Discretionary$78.1M
Non-Disc.$60.4M
Employees6
Clients200
DateMar 2011
Total AUM$129.9M
Discretionary$58.5M
Non-Disc.$71.5M
Employees10
Clients--
DateMar 2011
Total AUM$129.9M
Discretionary$58.5M
Non-Disc.$71.5M
Employees10
Clients--
DateSep 2010
Total AUM$93M
Discretionary$39.6M
Non-Disc.$53.5M
Employees5
Clients--
DateMay 2010
Total AUM$93M
Discretionary$39.6M
Non-Disc.$53.5M
Employees5
Clients--
DateOct 2009
Total AUM$63.1M
Discretionary$25.7M
Non-Disc.$37.4M
Employees5
Clients--
DateFeb 2009
Total AUM$63.1M
Discretionary$25.7M
Non-Disc.$37.4M
Employees5
Clients--
DateFeb 2008
Total AUM$71M
Discretionary$17M
Non-Disc.$54M
Employees5
Clients--
DateFeb 2007
Total AUM$52.5M
Discretionary$2.1M
Non-Disc.$50.4M
Employees5
Clients--
DateFeb 2006
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--
DateFeb 2006
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--
DateDec 2005
Total AUM$37.5M
Discretionary$0
Non-Disc.$37.5M
Employees5
Clients--