SourcingSourcing

FINANCIAL NETWORK WEALTH ADVISORS LLC

B51
CRD 318842·SEC 801-123661·MURRAY, UT
AUM
$515.4M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD
318842
SEC file #
801-123661
EIN
872857735
DBA names
—

Economics

AUM
$515.4M
AUM band
$500M-$1B
AUM trajectory
'23'26
$140.9M → $515.4M▲ +266%
Client mix
Individuals Other1,650
Individuals High Net Worth114
Pension Profit Sharing Plans42
Corporations16
Other5

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
4 advisors → 6 advisors▲ +50%
Primary office
MURRAY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
twitter.com/_plan4wealth_(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELL, MICHAEL, EARL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BELL, MICHAEL, EARL
ARNELL, DARIN, DELLOYD
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
social_url_excluded:twitter.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
5,668
Form 5500 Compensation Trajectory 3y
20255,668
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,668
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002012031
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002012031-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1668
Soi Zip Pct 200k Plus
0.0395
Soi Zip Returns 200k Plus
720
Soi Zip Total AGI
1,224,160
Fdic Zip Total Deposits
84,553,636,000
Fdic Zip Branch Count
437
Fdic Zip Top Banks
Sallie Mae Bank
Goldman Sachs Bank USA

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
118 WEST WINCHESTER STREETSUITE 101MURRAY, UT 84107
Business
118 WEST WINCHESTER STREETSUITE 101MURRAY, UT 84107
Edgar EIN
872857735
Edgar Recent Filings
13F-HR2026-05-14 · 0002012031-26-000002
13F-HR2026-02-13 · 0002012031-26-000001
Fdic Zip Branches Raw
Key Bank of UtahMurray, UT
Key Bank of UtahMurray, UT
Fdic Zip HHI
1409.68
Fdic Zip Top Bank Share Pct
29.25
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI62,166
Returns4,850
Stub 2
AGI196,984
Returns5,260
Stub 3
AGI200,506
Returns3,270
Soi Zip Total Business Income
27,750
Soi Zip Total Cap Gains
49,506
Soi Zip Total Dividends
18,430
Soi Zip Total Returns
18,220
Top Owner CRD
1130667
Trust Company Affiliate
No

People (7)

7
MICHAEL EARL BELL
Direct Owner · 62.5%
1130667
ARNELL, DARIN, DELLOYD
IAR · Direct Owner · 37.5%
4673735
THERESE JANE MILAD
IAR
1349602
SCOTT DOUGLAS CHESHIRE
IAR
4399697
JUSTIN LEVI HANSEN
IAR
5202259
Kathleen Diane Greer Willham
IAR
7662769
JUSTIN K MCINTYRE
IAR
6058826