| 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 |
Net Worth Advisory Group, LLC reports $718.4 million in regulatory assets under management on its Form ADV.
Net Worth Advisory Group, LLC reports 18 employees.
Net Worth Advisory Group, LLC is based in Sandy, UT and has been SEC-registered since 2006.
Net Worth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $411.5M |
| Non-discretionary | $306.9M |
| Total (RAUM) | $718.4M |