G
$5.0M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2012
- Office Locations
- 1
Office Locations
-- Santa ANA CA
About Greenworth Investment Advisors, LLC
Greenworth Investment Advisors, LLC is a Santa Ana, CA–based, founder-led RIA helping retail clients with financial strategy and investment guidance since 2012. The firm focuses on disciplined asset allocation, with portfolios oriented toward equity exposure including ETFs and some emerging-markets positioning, and also provides insurance-related services. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$625.0K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Custodian
Available
Investment Themes
Available
Owner & Executives
S
SCOTT THOMSEN WETZEL
Founder, MANAGING DIRECTOR
- CRD
- #2634374
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $2,500,000 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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