RIA Intel›Advisers›Arizona›NET WORTH SOLUTIONS LLC

NET WORTH SOLUTIONS LLC

Advisory

SURPRISE, AZ

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account
$259K
across 189 accounts
AUM per adviser
$49M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$49M
Discretionary %
100%
Clients
59
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

GARSON INVESTMENTS INC
PHOENIX, AZ
$49M
-11.9% 1Y
OBJECTIVE FINANCIAL CONSULTING LLC
TEMPE, AZ
$50M
0.0% 1Y
BWM ADVISORY LLC
SCOTTSDALE, AZ
$50M
+43.5% 1Y
STRONGHOLD CAPITAL PARTNERS LLC
$50M
JCJ CAPITAL PARTNERS LLC
SCOTTSDALE, AZ
$50M
0.0% 1Y
ELION FINANCIAL, LLC
TUCSON, AZ
$48M

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