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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Networth Asset Management Inc
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| CRD # | 105145 |
| SEC # | 801-129943 |
| CIK # | |
| AUM | $102.9 M (2025-04-09) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 352-268-2080 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 23.2 |
| (b) Individuals (high net worth individuals) | 102 | 79.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 102.9 |
| By Discretionary | ||
| Discretionary | 251 | 102.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 251 | 102.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.9 | |
| Total | 251 | 102.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Revalue LLC
✚
|
MI | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Growstrong Wealth Strategies LLC
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CO | 0.1 |
|
Cassilly Financial Group LLC
✚
|
MD | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
Mutual Fund Protection Service
✚
|
CO | 0.1 |