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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · TD Ameritrade
- Clients
- Retail
- Platforms
- PioneerHarbor harbor +more
- Established Date
- 06-09-2003
- Office Locations
- 1
Office Locations
About NET Worth Advisory Group, LLC
Net Worth Advisory Group is a Sandy, Utah-based team of fee-only fiduciary CFP professionals providing comprehensive financial and retirement planning and ongoing investment management. Portfolios primarily use ETFs alongside investment-grade and U.S. government bonds, with custody at firms such as Schwab and Fidelity/NFS. Founder Ray E. LeVitre authored the retirement guide "20 Retirement Decisions You Need to Make Right Now."
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
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Platform
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Technology
Owner & Executives
RAYMOND EVAN LEVITRE JR
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2047629
- Ownership
- 25% but less than 50%
DAVID WILLIAM SWAPP
Financial Advisor, Managing Member
- CRD
- #4888140
- Ownership
- 25% but less than 50%
Glacier optima
Pioneer unison foundation
- CRD
- #35035
- Ownership
- 35.0%
Showing 2 of 4 owners & executives
Unlock allContacts
MERRIT ARNELL
Financial Advisor, General Partner
- CRD
- #6317737
MICHAEL K BERRY
Financial Advisor
- CRD
- #5414312
Signal signal
Peak momentum
- CRD
- #70741
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $474,662,248 | $201,812 |
| Non-Discretionary | $363,706,727 | $402,776 |
| Total | $838,368,975 | $257,563 |
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Separately Managed Accounts
Total SMA Asset: $838,368,975
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $524,048,262 | 14.7% |
| Corporate - Investment Grade | $891,238,541 | 25.0% |
| U.S. Government/Agency | $848,459,091 | 23.8% |
| Cash | $431,359,454 | 12.1% |
| Municipal Bonds | $869,848,814 | 24.4% |
| Total | $3,564,954,162 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH EAGLE CREST | RIDGE RIDGE | OTYWHIC6T | HEPYB | 9.43% | $75,539,583 |
| OAK FUSION VITAL | MERIDIAN BEACON | 01MHVM5UD | STUVS | 10.21% | $35,536,814 |
| LEGACY CREST | DELTA DELTA | 8JSXMVXXH | HEMQJ | 7.12% | $19,863,676 |
| PIONEER GLACIER | OPTIMA SUMMIT | JHHX9UPF6 | CLP | 1.16% | $3,165,734 |
| HARBOR WAVE | BRIDGE CATALYST | 35XPX8DWR | LJUVH | 10.37% | $47,350,009 |
| MERIDIAN FRONTIER | BEACON MERIDIAN | CFYJPHH8Y | DOVW | 6.36% | $81,079,893 |
| VECTOR MERIDIAN VALUE | EAGLE VITAL | SGDR62PUQ | NGF | 6.27% | $98,236,121 |
| INSIGHT CREST | TIMBER FUSION | XY4MKSIJP | ITGUV | 6.91% | $60,521,782 |