Greenworth Investment Advisors, LLC

Overview

Greenworth Investment Advisors, LLC is a small, owner-operated registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and favors equity-focused strategies, with its entire reported SMA footprint classified as exchange-traded equities and ETFs. Greenworth is not listed as an active ESG investor, does not act as a capital allocator or pension consultant, and is not structured as a multi-state adviser. Investment activity appears concentrated and straightforward: core exposure is built through exchange-traded instruments rather than extensive use of private placements or complex structured products. The split between discretionary and non-discretionary mandates suggests the firm serves clients who expect both hands-on portfolio management and advisory relationships that retain some client trading discretion.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices