NETWORTH ADVISORS, LLC
Firm details
- Headquarters
- CANONSBURG, Pennsylvania
- CRD number
- 311621
- Registered since
- November 9, 2023
- Website
- www.networthadvisorsllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals86.17%
- HNWI13.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Networth Advisors, LLC is an independent, owner-operated RIA organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients on a fee-for-assets basis and also functions as a capital allocator, selecting outside managers and directing third-party investments. Its business model combines advisory services—financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops—with insurance brokerage activities. The adviser does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Networth Advisors describes a hands-on role in manager selection and uses a percentage-of-AUM fee structure as its primary revenue model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities82%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents7%
Contacts
3 of 6Nicholas Uht
Wealth AnalystCRD 7626037
Matthew D'Amico
Financial AdvisorCRD 6958534
Alex Nowak
Investment Adviser RepresentativeCRD 8133665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 274Active vs passive
$139M in ETFs
16%
$21.8M
75%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP EQUITY ETF (AVLC) | Avantis | Active | Large Blend | $18.8M | 242,663 | 13.55% |
Location
CANONSBURG, PA
WASHINGTON
Location
CANONSBURG, PA
Headquartered in CANONSBURG, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- WASHINGTON
- Address
- 4000 Town Center Blvd
- Time zone
- ET (UTC-5)
- Office locations
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