NETWORTH ASSET MANAGEMENT, INC
Adviser information for NETWORTH ASSET MANAGEMENT, INC last updated from Form ADV on March 22nd, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 278 | $105.8M |
| Non-Discretionary | 0 | $0 |
| Total | 278 | $105.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 140 | $22.6M |
| HNW Individuals | 138 | $83.2M |
| 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 | 278 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-129943 |
|---|---|
| SEC ERA File Number | 801-129943 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105145 |
| Legal Entity Identifier | None |
Principal Office
3354 WISE WAYTHE VILLAGES
FL
United States
MONDAY - THURSDAY, 9:30 AM - 4:30 PM
Tel: 352 268 2080, Fax: 763 786 3455
Websites
Chief Compliance Officer
ROGER A. HUBLEY
CHIEF EXECUTIVE OFFICER, PRESIDENT
3354 WISE WAY
THE VILLAGES
FL
United States
Tel:
352 268 2080
Fax:
763 786 3455
R******@*******T
(Full email address available in API data)
Regulatory Contact
SIGRID A HUBLEY
VICE PRESIDENT
3354 WISE WAY
THE VILLAGES
MN
United States
Tel:
352 268 2080
Fax:
763 786 3455
S************@********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 |
|---|---|---|---|---|---|
| HUBLEY, ROGER, ALLEN | Individual | – | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | 10/1977 | > 75% |
| HUBLEY, SIGRID, ANNE | Individual | – | VICE PRESIDENT/SECRETARY | 10/1977 | 10-25% |
| BETHKE, AMY ELIZABETH | Individual | – | OWNER | 12/2016 | 10-25% |