Net Worth Advisory Group, LLC
● SEC registered since 2006CRD 126983SEC# 801-65548Sandy, UT
Reg. AUM
$838.4M
Employees
20
Accounts
3,255
Location
Sandy, UT
Net Worth Advisory Group, LLC assets under management
Net Worth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Sandy, UT. The firm has been registered since 2006. It reports $838.4 million in regulatory assets under management and employs 20 people.
Net Worth Advisory Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Swapp Control | Managing Member | 25-50% | 2008 |
| Gregory M. Simmons Control | Managing Member | 10-25% | 2020 |
| Raymond Evan Levitre Control | Managing Member & Chief Compliance Officer | 25-50% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Net Worth Advisory Group, LLC manage?
Net Worth Advisory Group, LLC reports $838.4 million in regulatory assets under management on its Form ADV.
How many employees does Net Worth Advisory Group, LLC have?
Net Worth Advisory Group, LLC reports 20 employees.
Where is Net Worth Advisory Group, LLC located?
Net Worth Advisory Group, LLC is based in Sandy, UT and has been SEC-registered since 2006.
Does Net Worth Advisory Group, LLC disclose fund performance?
Net Worth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 W. Towne Ridge Parkway, Suite 460, Sandy, UT 84070 |
| Phone | 801-566-6639 |
| Fax | 801-566-6688 |
| Office hours | 8 a.m. To 5 p.m. Mountain Standard Time |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1791998 |
| Discloses disciplinary history | No |
Regulatory AUM
$838.4M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$838.4Mregulatory AUM
Discretionary $474.7MNon-discretionary $363.7M