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NETWORTH ASSET MANAGEMENT, INC
CRD 105145 · SEC 801-129943
MN, United States
Phone
352 268 2080
Fax
763 786 3455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$102.8M
Discretionary AUM
$102.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $46.2M |
| High net worth individuals | 43 | $56.6M |
States served
MN, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD