Overview
Assets Under Management: $128 million
Headquarters: JOHNS CREEK, GA
High-Net-Worth Clients: 42
Average Client Assets: $2.2 million
Frequently Asked Questions
NETWORTH FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126666), NETWORTH FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
NETWORTH FINANCIAL SERVICES, LLC is headquartered in JOHNS CREEK, GA.
NETWORTH FINANCIAL SERVICES, LLC serves 42 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, NETWORTH FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NETWORTH FINANCIAL SERVICES, LLC manages $128 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, NETWORTH FINANCIAL SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.00%
Average Client Assets: $2.2 million
Total Client Accounts: 335
Discretionary Accounts: 335
Regulatory Filings
CRD Number: 126666
Filing ID: 2066852
Last Filing Date: 2026-03-09 14:09:20