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Home > Retirement Planners > pennsylvania > canonsburg > NETWORTH ADVISORS, LLC
NETWORTH ADVISORS, LLC
135 Technology Drive
Suite 100
Canonsburg, Pennsylvania 15317
Tel: 724-746-3585
About NETWORTH ADVISORS, LLC
NETWORTH ADVISORS, LLC, formally registered with the SEC as NETWORTH ADVISORS, LLC. The firm was established in 11/09/2023. They have over 3 offices throughout the country.
NETWORTH ADVISORS, LLC is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $159,316,353 assets under management, offering retirement planning & investment advisory services to 1031 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311621 |
| SEC# | 801-128933 |
| Assets Managed by Firm | $159,316,353 |
| No. of Clients | 1031 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1031 | $159,316,353 |
| Individuals (other than high net worth individuals) | 335 | $145,425,009 |
| High net worth individuals | 32 | $13,891,344 |
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|---|---|---|---|
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