NETADVIZOR WEALTH LLC

NETADVIZOR WEALTH LLC is an SEC-registered investment adviser (CRD 319725). Regulatory assets under management: $40.4M.

Registration

• CRD: 319725
• Type: Registered investment adviser
• Phone: (918) 984-9262
• Latest filing: 2026-01-30
• Regulatory AUM: $40.4M
• Discretionary AUM: $32.4M
• Non-discretionary AUM: $8.0M
• Clients: 3
• Accounts: 269

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search