NETWORTH ADVISORS, LLC
Adviser information for NETWORTH ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 907 | $125.6M |
| Non-Discretionary | 0 | $0 |
| Total | 907 | $125.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 307 | $97.5M |
| HNW Individuals | 20 | $28.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 125.6M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| AE WEALTH MANAGEMENT WRAP FEE PROGRAM | AE WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-128933 |
|---|---|
| SEC ERA File Number | 801-128933 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311621 |
| Legal Entity Identifier | None |
Principal Office
135 TECHNOLOGY DRIVESUITE 100
CANONSBURG
PA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 724-746-3585, Fax: 724-746-3586
Chief Compliance Officer
BETH ANN ANDREWS
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
135 TECHNOLOGY DRIVE
SUITE 100
CANONSBURG
PA
United States
Tel:
724-746-3585
Fax:
724-746-3586
B***********@**********************M
(Full email address available in API data)
Regulatory Contact
JEN PRESTO
135 TECHNOLOGY DRIVE
SUITE 100
CANONSBURG
PA
United States
Tel:
724-746-3585
J*********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDREWS, BETH, ANN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 05/2010 | > 75% |
| HEFTY, SCOTT, ANDREW | Individual | – | INVESTMENT ADVISER REPRESENTATIVE | 12/2020 | < 5% |