Net Worth Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandy, UT. Its latest Form ADV filing, dated March 23, 2026, reports $838M in regulatory assets under management, 20 employees, and 3,255 accounts.
Assets Under Management
$838M
Employees
20
Offices
--
Total Clients
862
Primary office
SANDY, UT
75 W. TOWNE RIDGE PARKWAY, SUITE 460, SANDY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
594
2
HNWI
31.1%
268
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$838Mas of March 23, 2026
Discretionary56.6%
$475M
57% of total RAUM56.6%
Non-discretionary43.4%
$364M
43% of total RAUM43.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$838M
Total Accounts3,255
10Y AUM Change+$580M (+224.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee43:1
10Y Employee Change+9 (+81.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.