9AT: NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT

NETWORTH INC

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Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 04/25/2024
Other registrations (8)	Florida, Terminated, 04/26/2024 Minnesota, Terminated, 04/26/2024 Pennsylvania, Terminated, 04/25/2024 Minnesota, Termination Requested, 03/20/2024 Pennsylvania, Termination Requested, 03/20/2024 Texas, Termination Requested, 03/20/2024 Texas, Terminated, 03/20/2024 Florida, Approved, 02/22/2012
Former registrations	NETWORTH ASSET MANAGEMENT, INC
Contact Info	352 xxxxxxx
Websites

AUM^*	102,813,096 -3%
of that, discretionary	102,813,096 -3%
Number of Employees	1 -75%
of those in investment advisory functions	1 -67%
Private Fund GAV^*	0
Avg Account Size	206,867 -46%
% High Net Worth	17.55% -65%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

106M 91M 76M 60M 45M 30M 15M

2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

NetWorth Asset Management, Inc. is a Florida fee-based registered investment advisor with a principal place of business located at 3354 Wise Way, The Villages FL 32163. We have been in business since December 30, 2009, with our predecessor firms dating back to 1976. NetWorth also maintains secondary offices located at 800 North Broad Street, Lansdale, PA 19446; 2830 NW 41st Street, Suite B and Suite H, Gainesville, FL 32606, 240 Lookout Place, Maitland, Florida 32751 and 103 Mill Street, Pine River, MN 56474. Investment Advisory Services NetWorth provides continuous advice to a client regarding investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, NetWorth develops a client's personal investment policy and creates and manages a portfolio based on that policy. NetWorth utilizes model portfolio asset allocations to execute the client’s investment policy. NetWorth will manage advisory accounts on a discretionary basis only. Account supervision is guided by the stated objectives of the client (i.e. Preservation of Capital, Income, Income and Growth, Growth and Aggressive Growth). Clients may impose reasonable restrictions on investments or industry sectors. NetWorth utilizes variable annuities, mutual funds and other products and services offered by Equity Trust Company

and Transitional Broker to implement and execute the investment policy of each client. In order to ensure that NetWorth’s initial determination of an appropriate portfolio remains suitable and that the client's account continues to be managed in a manner suitable to the client's financial circumstances, NetWorth will maintain client suitability information in the client's file. NetWorth will contact asset allocation clients at least once a year to determine whether there have been any changes in the client's financial situation and whether the client wishes to impose investment restrictions or modify existing restrictions. We may also provide additional advice which is investment advisory in nature (i.e. opinions relating to assets and liabilities, income and estate tax planning, cash flow, risk management and various other financial planning issues), but do not consider ourselves a financial planner or provider of general financial services beyond the scope of the Investment Advisory Services as outlined in our engagement letter. NetWorth currently has approximately $106,000,000 in assets under management. Consulting Services NetWorth also offers consultation services regarding specific investment and financial matters pertinent to each of its clients. These matters may include advice on isolated areas(s) of concern that go beyond the framework of portfolio management and financial planning.

NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT

NETWORTH INC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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NETWORTH ASSET MANAGEMENT, INC NETWORTH ASSET MANAGEMENT, INC NETWORTH ASSET MANAGEMENT NETWORTH INC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT, INC

NETWORTH ASSET MANAGEMENT

NETWORTH INC