NET WORTH ADVISORY GROUP, LLC of SANDY, UT is an SEC-registered investment adviser (CRD 126983). Regulatory assets under management: $838.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Raymond Evan Levitre | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| David William Swapp | MANAGING MEMBER | — |
| Gregory M Simmons | MANAGING MEMBER | — |
| Richard Curtiss Smith | MANAGING MEMBER | — |
| LEVITRE RAYMOND EVAN | MANAGING DIRECTOR; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SWAPP DAVID WILLIAM | MANAGING MEMBER; MANAGING MEMEBER | — |
| SIMMONS GREGORY M | MANAGING MEMBER | — |
| SMITH R CURTISS | MANAGING MEMBER | — |
| Gregory M. Simmons | MANAGING MEMBER | — |