Net Worth Advisory Group, Llc
- Regulatory AUM
- $838M
- Discretionary
- $475M
- Clients
- 862
- Avg AUM / client
- $973K
- Accounts
- 3,255
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 594 | $205M | 24.5% |
| High net worth individuals | 268 | $633M | 75.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Evan Levitre | Managing Member & Chief Compliance Officer | CFP | Apr 2003 (23y) | 25% – 50% |
| David William Swapp | Managing Member | CFP | Jul 2005 (21y) | 25% – 50% |
| Richard Curtiss Smith | Managing Member | CFP | Sep 2011 (15y) | 10% – 25% |
| Gregory M. Simmons | Managing Member | CFP | Feb 2012 (14y) | 10% – 25% |
| Michael K Berry | Registered representative | CFP | Nov 2013 (13y) | |
| Merrit Arnell | Registered representative | May 2014 (12y) | ||
| Kristina Newton Donahoo | Registered representative | Jan 2017 (10y) | ||
| Amoree Farnsworth | Registered representative | CFP | Jan 2020 (7y) | |
| Mc Kenna Shawn Jacobsen | Registered representative | Mar 2020 (6y) | ||
| Neal Jones Hansen | Registered representative | CFP | Nov 2021 (5y) | |
| Cade Benjamin Pack | Registered representative | Jul 2024 (2y) | ||
| Hunter Swapp | Registered representative | Jan 2025 (2y) | ||
| Andrew David Fonda | Registered representative | Sep 2025 (1y) | ||
| Samuel Parry Thomas | Registered representative | Feb 2026 (0y) | ||
| Ryan G Porter | Registered representative | CFP | Jun 2026 (0y) | |
| Hunter Horrocks | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Folio Investments, Inc. $475M (57% of AUM) Mar 2026
- Fidelity Brokerage Services $260M (31% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗