THE HIGH NET WORTH ADVISORY GROUP, LLC
CRD #309997 SEC #801-119234 NAPLES, FL 1-866-906-2325
SEC Registered
Total AUM
$769.8M
Discretionary
$731.4M
Employees
8
Clients
251
Accounts
1,119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $769.8M | $731.4M | $38.5M | 8 | 0 |
| Jan 2025 | $769.8M | $731.4M | $38.5M | 8 | 0 |
| Jan 2025 | $648.7M | $617.5M | $31.2M | 7 | 0 |
| Jan 2024 | $648.7M | $617.5M | $31.2M | 7 | 0 |
| Nov 2023 | $579M | $550.1M | $29M | 7 | 0 |
| Aug 2023 | $579M | $550.1M | $29M | 7 | 0 |
| Feb 2023 | $579M | $550.1M | $29M | 7 | 0 |
| Nov 2022 | $581M | $529.6M | $51.4M | 6 | 1 |
| Sep 2022 | $581M | $529.6M | $51.4M | 6 | 1 |
| Mar 2022 | $581M | $529.6M | $51.4M | 6 | 1 |
| Jan 2022 | $403.4M | $347.2M | $56.2M | 5 | 0 |
| Jan 2022 | $403.4M | $347.2M | $56.2M | 5 | 0 |
| Mar 2021 | $403.4M | $347.2M | $56.2M | 5 | 0 |
| Nov 2020 | $375.1M | $336.4M | $38.7M | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Jul 2020 | $0 | $0 | $0 | 5 | 0 |
| Jul 2020 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$769.8M
Discretionary$731.4M
Non-Disc.$38.5M
Employees8
Clients0
DateJan 2025
Total AUM$769.8M
Discretionary$731.4M
Non-Disc.$38.5M
Employees8
Clients0
DateJan 2025
Total AUM$648.7M
Discretionary$617.5M
Non-Disc.$31.2M
Employees7
Clients0
DateJan 2024
Total AUM$648.7M
Discretionary$617.5M
Non-Disc.$31.2M
Employees7
Clients0
DateNov 2023
Total AUM$579M
Discretionary$550.1M
Non-Disc.$29M
Employees7
Clients0
DateAug 2023
Total AUM$579M
Discretionary$550.1M
Non-Disc.$29M
Employees7
Clients0
DateFeb 2023
Total AUM$579M
Discretionary$550.1M
Non-Disc.$29M
Employees7
Clients0
DateNov 2022
Total AUM$581M
Discretionary$529.6M
Non-Disc.$51.4M
Employees6
Clients1
DateSep 2022
Total AUM$581M
Discretionary$529.6M
Non-Disc.$51.4M
Employees6
Clients1
DateMar 2022
Total AUM$581M
Discretionary$529.6M
Non-Disc.$51.4M
Employees6
Clients1
DateJan 2022
Total AUM$403.4M
Discretionary$347.2M
Non-Disc.$56.2M
Employees5
Clients0
DateJan 2022
Total AUM$403.4M
Discretionary$347.2M
Non-Disc.$56.2M
Employees5
Clients0
DateMar 2021
Total AUM$403.4M
Discretionary$347.2M
Non-Disc.$56.2M
Employees5
Clients0
DateNov 2020
Total AUM$375.1M
Discretionary$336.4M
Non-Disc.$38.7M
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0