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Financial Network Wealth Advisors LLC

Financial Network Wealth Advisors LLC. CRD 318842

Financial Network Wealth Advisors LLC logo

CRD: 318842

Financial Network Wealth Advisors LLC

Murray, UT, 84107
8017480044
www.p4wealth.com
$515.4M Total AUM
$482.2M Disc. AUM
44.9% 3Y CAGR
6 Employees
1,831 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Legacy
Established Date
02-01-2022
Office Locations
3

Office Locations

118 West Winchester Street Suite 101 Murray UT
2317 N Hill Field Road Suite 102 Layton UT
38 W. 13775 S Suite 300 Draper UT

About Financial Network Wealth Advisors LLC

Plan 4 Wealth (Financial Network Wealth Advisors LLC) is a Utah-based fiduciary wealth manager delivering personalized financial planning and investment management for individuals and families. The firm integrates retirement, tax, insurance, estate, and legacy/philanthropic planning into a single roadmap, and invests primarily using ETFs alongside fixed income allocations. Custody includes Charles Schwab, supporting straightforward distribution and operational alignment.

Team overview

50 AVG AGE
$85.9M AVG AUM / ADVISOR
$281.5K AVG AUM / CLIENT
3.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Unison Ember

Client Personas

Value prime

Custodian

Focus Vital radial

Investment Themes

Matrix Summit

Investment Vehicles

Beacon

Services

Element timber Delta Foundation Zenith atlas Focus Meridian catalyst Horizon Peak

Technology

Insight

Owner & Executives

MICHAEL EARL BELL

MICHAEL EARL BELL

Managing Member, Owner

CRD
#1130667
Ownership
50% but less than 75%
(787) 440-2468
horizon.vector@beaconcapital.com
in linkedin.com/in/horizon-prime
DARIN DELLOYD ARNELL

DARIN DELLOYD ARNELL

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Owner

CRD
#4673735
Ownership
25% but less than 50%
(660) 732-2681
summit.glacier@fusioncapital.com
in linkedin.com/in/signal-optima

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Contacts

SCOTT DOUGLAS CHESHIRE

SCOTT DOUGLAS CHESHIRE

Wealth Management Advisor

CRD
#4399697
(613) 975-3727
legacy.value@pathwaycapital.com
in linkedin.com/in/zenith-prime
JUSTIN LEVI HANSEN

JUSTIN LEVI HANSEN

Wealth Manager

CRD
#5202259
(550) 554-6587
capital.vector@pathwaycapital.com
in linkedin.com/in/optima-unison
R

Ridge catalyst

Atlas eagle

CRD
#32175
(826) 334-8675
element.summit@meridiancapital.com
in linkedin.com/in/delta-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-19-2022
09-22-2023
04-15-2024
03-20-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $482,209,301 $269,994
Non-Discretionary $33,204,727 $790,589
Total $515,414,028 $281,955

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Separately Managed Accounts

Total SMA Asset: $515,414,028

$515.4M Total SMA
Equity - Exchange:
14.3%
Other:
16.1%
Public Funds:
8.1%
Cash:
12.8%
U.S. Government/Agency:
7.8%
Corporate - Investment Grade:
15.6%
Corporate - Non-Investment Grade:
7.3%
Municipal Bonds:
18.0%
Asset class Assets Assets %
Equity - Exchange $494,073,191 14.3%
Other $556,264,222 16.1%
Public Funds $279,859,640 8.1%
Cash $442,247,332 12.8%
U.S. Government/Agency $269,494,468 7.8%
Corporate - Investment Grade $538,988,936 15.6%
Corporate - Non-Investment Grade $252,219,181 7.3%
Municipal Bonds $621,910,309 18.0%
Total $3,455,057,279 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ZENITH BRIDGE RADIAL FOUNDATION XW395RDM2 UOWOY 4.87% $25,051,335
HARBOR ALPHA FOCUS CREST ALPHA 2CBJ23QIO CHB 8.41% $23,224,887
MERIDIAN FOCUS WAVE BEACON PRIME N0EI1J1Y0 KYA 6.68% $5,818,138
PRIME PEAK FOCUS MATRIX M401UQ4TA HDPH 2.57% $19,794,223
CREST UNISON FUSION SUMMIT 499LTOJSO CZHH 6.07% $96,566,495
EAGLE FUSION PEAK NORTH OAK 62PR847Z6 EVL 6.76% $63,174,405
EMBER NORTH FRONTIER VITAL BEACON S4BO5IQWN NFLN 4.16% $106,758,785
PATHWAY MOMENTUM MATRIX RIDGE FRONTIER 6M8Z3713B LFSUT 10.93% $30,822,866

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