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FINANCIAL NETWORK WEALTH ADVISORS LLC

UUIDc9d59e8a-e13e-5633-9b73-5ea1da1d016b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 318842 318842 1.0
sec_file_number 801-123661 801-123661

Profile

Websitehttps://twitter.com/_PLAN4WEALTH_
HQ CityMURRAY
HQ StateUT
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)425,236,540.0
  • RAUM (discretionary)391,982,542.0
  • Actionable assets246,971,000.0
  • Accounts836.0

Institutional Clients

  • Government AUM
  • Pension AUM26,957,998.0
  • Charitable AUM650,000.0
  • HNW AUM207,604,461.0

As of 2025-03-20 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.