Net Worth Advisory Services
Firm details
- Headquarters
- ,
- CRD number
- 118694
- Custodians
- CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.21%
- Individuals37.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Net Worth Advisory Services is a sole-proprietor independent registered investment adviser that serves individual and family clients. The firm operates as an individual-owned capital allocator and provides a mix of financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients. Services include selection of other advisers, which suggests they outsource or co-manage certain strategies with external managers. Fee arrangements are a combination of percentage-of-AUM billing and hourly charges. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- State & Local Bonds8%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Leighton Roper
OwnerCRD 1352012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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