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NETWORTH ASSET MANAGEMENT, INC
CRD 105145File 801-129943
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$102.8M
Bottom 25% of cohort (national)
Discretionary AUM
$102.8M
Clients
245
497 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 25, 2024
- Principal office
- Not reported
- Phone
- 352 268 2080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $102.8M
- Discretionary AUM
- $102.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 497
- Non-discretionary accounts
- 0
- Total accounts
- 497
- AUM per client
- $420K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $56.6M |
| Individuals (other than high net worth individuals) | 202 | $46.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.