RIA Intel›Advisers›Oklahoma›NETADVIZOR WEALTH LLC

NETADVIZOR WEALTH LLC

Advisory

OK

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$150K

across 269 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$40M

Discretionary AUM$32M

Non-Discretionary AUM$8M

Discretionary %80.1%

Total Clients139

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

139 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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