N
$45.1M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer radial
- Established Date
- 05-16-2000
- Office Locations
- 1
Office Locations
-- THE Hills TX
About Naworski Investments
Naworski Investments, LLC is a Texas-registered RIA founded in 2000 and led by David Naworski. The firm provides independent, Wall Street-unaffiliated portfolio management with an emphasis on equity stock selection and ETF implementation for retail investors, including entrepreneurs and retirement-plan needs. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$45.1M AVG AUM / ADVISOR
$868.2K AVG AUM / CLIENT
11.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
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Asset Classes
Optima Wave
Client Personas
Fusion
Custodian
Wave
Investment Themes
Frontier optima Element meridian Catalyst insight
Investment Vehicles
Wave Catalyst vertex
Services
Pathway Meridian
Technology
Peak legacy
Owner & Executives
D
DAVID N/A NAWORSKI MR.
Owner, Registered Investment Advisor
- CRD
- #4459751
- Ownership
- 75% or more
(276) 777-1948
oak.meridian@bridgecapital.com
in linkedin.com/in/ember-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,145,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,145,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,145,114
Equity - Exchange:
57.7% Cash:
42.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,890,188,319 | 57.7% |
| Cash | $2,118,803,568 | 42.3% |
| Total | $5,008,991,887 | 100.0% |