NETWORTH FINANCIAL SERVICES, LLC

CRD 126666File 801-132858

APPROVED

Retail clients

Filing as of Mar 9, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$128.1M

Bottom 25% of cohort (national)

Discretionary AUM

$128.1M

Clients

107

335 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 27, 2025
Principal office: 11255 PARSONS ROAD, SUITE 200, JOHNS CREEK, GA, 30097
Phone: 678-319-0111
Website: https://www.networthfs.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $128.1M
Discretionary AUM: $128.1M
Non-discretionary AUM: $0
Discretionary accounts: 335
Non-discretionary accounts: 0
Total accounts: 335
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$91.0M
Individuals (other than high net worth individuals)	65	$37.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	105	107	increased by2
Apr 1, 2026	AUM	$121,815,000	$128,126,491	increased by$6,311,491
Apr 1, 2026	Accounts	332	335	increased by3
Dec 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NETWORTH FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NETWORTH FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

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.