SourcingSourcing

NET WORTH ADVISORY GROUP, LLC

C36
CRD 126983·SEC 801-65548·SANDY, UT
AUM
$838.4M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NET WORTH ADVISORY GROUP, LLC
CRD
126983
SEC file #
801-65548
EIN
843585624
DBA names
—

Economics

AUM
$838.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$326.0M → $838.4M▲ +157%
Client mix
Individuals Other594
Individuals High Net Worth268

Operations

Employees (total)
20
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
8 advisors → 13 advisors▲ +63%
Primary office
SANDY UT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
facebook.com/networthadvice(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEVITRE, RAYMOND, EVAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LEVITRE, RAYMOND, EVAN
SWAPP, DAVID, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:networth.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
10,000
Form 5500 Compensation Trajectory 3y
202510,000
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
10,000
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001919142
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2022-04-27
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001919142-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
20
Bc Firm IAR Count
20
Custodian Candidates
Full
Fidelity4
E*trade4
Goldman Sachs2
Folio Institutional1
Edgar Addresses
Mailing
8880 TAMIAMI TRAIL N.NAPLES, FL 34108
Business
8880 TAMIAMI TRAIL N.NAPLES, FL 34108
Edgar EIN
843585624
Edgar Recent Filings
13F-HR2026-04-17 · 0001919142-26-000002
13F-HR2026-01-23 · 0001919142-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2047629
Trust Company Affiliate
No

People (20)

20
SWAPP, DAVID, WILLIAM
IAR · Direct Owner · 37.5%
4888140
LEVITRE, RAYMOND, EVAN
IAR · Direct Owner · 37.5%
2047629
SIMMONS, GREGORY, M.
IAR · Direct Owner · 17.5%
6018110
SMITH, RICHARD, CURTISS
IAR · Direct Owner · 17.5%
5971956
McKenna Shawn Jacobsen
IAR
7198367
MERRIT ARNELL
IAR
6317737
Kristina Newton Donahoo
IAR
6735281
Hunter Swapp
IAR
8017506
NEAL JONES HANSEN
IAR
6751958
Samuel Parry Thomas
IAR
8198030
Amoree Farnsworth
IAR
7216021
Andrew David Fonda
IAR
8161645
MICHAEL K BERRY
IAR
5414312
Cade Benjamin Pack
IAR
7753287
DEANNA KAY RENS
IAR
5439973
BIXBY TYLER GILBERTSON
IAR
6582780
THOMAS HARWELL JENKINS
IAR
7128340
BRIDGET ELLEN WILTSE
IAR
1222893
CAMIE MOEN QUIGLEY
IAR
1740263
LYMANGOOD, CARL, ROBERT
IAR
5092137