Greenworth Investment Advisors, LLC
RIASEC Registered
Total AUM
$5M
Discretionary
$2.5M
50% of AUM
Avg account
$556K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 159482
- Website
- greenworthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50%
- Individuals50%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greenworth Investment Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an ESG investor. It operates outside of a multi-state or pension consulting role and is not positioned as a capital allocator or related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Scott Wetzel
Investment AdvisorCRD 2634374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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