The High Net Worth Advisory Group, LLC

CRD 309997 · Naples, FL · $861.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 309997
SEC number: 801-119234
Firm type: RIA
Assets under management: $861.7M as of Jan 22, 2026
Website: www.facebook.com/highnetworthadvisory ↗
Phone: 1-866-906-2325
Address: 8880 Tamiami Trail North, Naples, FL, 34108

Advisors at this firm

6 in our index · page 1 of 1

Kelso Keith HuffmanCRD 1928074 · Naples, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Howard Joseph JordanCRD 2694308 · Naples, FL

IA RegisteredRegistration inactive
Katherine LauerCRD 7756544 · Naples, FL

IA Registered
David Taylor MorganCRD 1631179 · Naples, FL

IA RegisteredRegistration inactive
David Cash MorganCRD 7557464 · Naples, FL

IA Registered
Carlo Magno Paras Santos-OcampoCRD 6501705 · Naples, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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