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NETWORTH CAPITAL
Legal name: NETWORTH LITERACY, INC
CRD 326911File 801-128210
APPROVED
Retail clients
Disclosure events
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.4M
Bottom 25% of cohort (national)
Discretionary AUM
$14.4M
Clients
220
220 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 9, 2023
- Principal office
- AV. MARINA NACIONAL 385, MEXICO CITY, 11300
- Phone
- +525515008812
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.4M
- Discretionary AUM
- $14.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 220
- Non-discretionary accounts
- 0
- Total accounts
- 220
- AUM per client
- $65K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 220 | $14.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 53 | 220 | increased by167 |
| Feb 1, 2026 | AUM | $3,674,492 | $14,360,000 | increased by$10,685,508 |
| Feb 1, 2026 | Accounts | 53 | 220 | increased by167 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NETWORTH CAPITAL” 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.