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

Clients

Accounts

2,970

Firm Details

Organization Type: Limited Liability Company
State of Formation: Utah
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 13, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING DIRECTOR	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	D	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
LEVITRE, RAYMOND, EVAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMEBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SWAPP, DAVID, WILLIAM	I	MANAGING MEMBER	C	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SIMMONS, GREGORY, M.	I	MANAGING MEMBER	B	Control
SMITH, R, CURTISS	I	MANAGING MEMBER	B	Control
SMITH, RICHARD, CURTISS	I	MANAGING MEMBER	B	Control
SMITH, RICHARD, CURTISS	I	MANAGING MEMBER	B	Control
SMITH, RICHARD, CURTISS	I	MANAGING MEMBER	B	Control
SMITH, RICHARD, CURTISS	I	MANAGING MEMBER	B	Control
SMITH, RICHARD, CURTISS	I	MANAGING MEMBER	B	Control

Registrations

Federal

Mar 13, 2025 REGISTERED

Notice Filings (10)

AZ CA CO FL ID IL NV TX UT WA

Address

75 W. TOWNE RIDGE PARKWAY
SUITE 460
SANDY, UT 84070
United States

Phone: 801-566-6639