The High Net Worth Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated January 22, 2026, reports $862M in regulatory assets under management, 9 employees, and 1,119 accounts.
Assets Under Management
$862M
Employees
9
Offices
--
Total Clients
426
Primary office
NAPLES, FL
8880 TAMIAMI TRAIL NORTH, NAPLES, FL, United States
Top client segmentIndividuals represent 77.2% of total clients.
Top client categories% of clientsClients
1
Individuals
77.2%
329
2
HNWI
20.9%
89
3
Corporations
1.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$862Mas of January 22, 2026
Discretionary95.3%
$822M
95% of total RAUM95.3%
Non-discretionary4.7%
$40M
5% of total RAUM4.7%
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.
Total AUM$862M
Total Accounts1,119
10Y AUM Change+$862M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee47:1
10Y Employee Change+4 (+80.0%)
* 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.