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NETWORTH ADVISORS, LLC

135 Technology Drive
Suite 100
Canonsburg, Pennsylvania 15317
Tel: 724-746-3585

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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 StatusApproved
Firm CRD#311621
SEC#801-128933
Assets Managed by Firm$159,316,353
No. of Clients1031
No. of Advisors11

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 ClientsAUM
Firm Total1031$159,316,353
Individuals (other than high net worth individuals)335$145,425,009
High net worth individuals32$13,891,344

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