AdvisorOS Directory
Claim Profile
RL

Raymond Evan Levitre

NET WORTH ADVISORY GROUP, LLC·SANDY, Utah
Unclaimed Profile
75 W. TOWNE RIDGE PARKWAY, SANDY, UT 84070CRD# 2047629Firm CRD# 126983
01

About

Raymond Evan Levitre is a registered financial advisor based in SANDY, Utah, affiliated with NET WORTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NET WORTH ADVISORY GROUP, LLC
NET WORTH ADVISORY GROUP, LLC
AUM
$632M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at NET WORTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2047629
Firm CRD# 126983
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANDY?

Browse all registered financial advisors in SANDY, Utah or claim this profile if it's yours.

Browse SANDY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Raymond Evan Levitre offer?
Raymond Evan Levitre specializes in Financial Planning, Investment Management. Contact their office in SANDY, Utah for a consultation.
What are Raymond Evan Levitre's credentials?
Raymond Evan Levitre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Evan Levitre located?
Raymond Evan Levitre is based in SANDY, Utah, working with NET WORTH ADVISORY GROUP, LLC. Their office serves clients in the SANDY metropolitan area and surrounding communities.
How does Raymond Evan Levitre charge for services?
Raymond Evan Levitre's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NET WORTH ADVISORY GROUP, LLC?
NET WORTH ADVISORY GROUP, LLC has approximately 16 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANDY
Michael Allan Bendix — DFPG INVESTMENTS, LLCMichael Booth Littledike — CAPITA FINANCIAL NETWORK, LLCBritney Littledike — CAPITA FINANCIAL NETWORK, LLCJohn Samuel Pennington — BRIDGE MULTIFAMILY FUND MANAGER LLCLucas Linden Allen — CAPITA FINANCIAL NETWORK, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile