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NETWORTH FINANCIAL SERVICES, LLC
CRD 126666 · SEC 801-132858
11255 PARSONS ROAD, SUITE 200, JOHNS CREEK, GA, 30097, United States
Phone
678-319-0111
Fax
678-319-0815
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.1M
Discretionary AUM
$128.1M
Team
5 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $37.2M |
| High net worth individuals | 42 | $91.0M |
States served
GA, TX
All web addresses on file
Official SEC filing: View on IAPD