AUMdb

Financial Network Wealth Advisors Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 318842 · SEC file 801-123661 · Murray, UT · twitter.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$515M
Discretionary
$482M
Clients
1,828
Avg AUM / client
$282K
Accounts
1,828
Employees
6

AUM over time

$0 $515M
Dec 2021 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 1,650 $195M 37.8%
High net worth individuals 114 $266M 51.5%
Pension and profit sharing plans 42 $33.2M 6.44%
Charitable organizations 1 $731K 0.14%
Corporations and other businesses 16 $20.9M 4.06%
Other 5 $109K 0.02%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Nursa, Inc. 401(k) Plan Nursa, Inc. 2024

People (7)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Darin Delloyd Arnell Member/ Investment Advisor Representative/ Cco/Owner Sep 2021 (5y) 25% – 50%
Michael Earl Bell Managing Member/Owner Feb 2022 (5y) 50% – 75%
Justin Levi Hansen Registered representative May 2022 (4y)
Therese Jane Milad Registered representative CFP May 2022 (4y)
Scott Douglas Cheshire Registered representative Sep 2022 (4y)
Justin K Mcintyre Registered representative Dec 2022 (4y)
Kathleen Diane Greer Willham Registered representative Feb 2026 (0y)

Undisclosed: 0% – 25% 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)

PlanSponsorParticipantsPlan assetsAs of
Nursa, Inc. 401(k) Plan Nursa, Inc. 141 $4.1M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 938 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

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having 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 27, 2026.

View current Form ADV (SEC/IAPD) ↗