NET WORTH ADVISORY SERVICES

LEIGHTON PARKS ROPER JR

CRD 118694

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$12.0M

Discretionary AUM

$12.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2025-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersNET WORTH, INVESTMENT STRATEGY AND HOURLY CONSULTING SERVICES

Client types

Type	Clients	AUM
Individuals	16	$4.5M
High net worth individuals	2	$7.5M

All web addresses on file

HTTP://WWW.NETWORTHADVISORYSERVICES.COM

Official SEC filing: View on IAPD