$48.9M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- PrimeFoundation +more
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About NET Worth Solutions LLC
Net Worth Solutions LLC is an Arizona-based RIA providing proactive financial consulting and portfolio management. The firm tactically manages clients’ liquid assets using low-cost, tax-efficient ETFs alongside directly managed stock and/or fixed-income portfolios, with ongoing monitoring and adjustments. Relationships are personalized around evolving goals and a quantified Risk Number (Nitrogen/Riskalyze); custody includes Charles Schwab.
Team overview
-- AVG AGE
$48.9M AVG AUM / ADVISOR
$829.2K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Element radial
Client Personas
Insight vector
Custodian
Fusion atlas Pioneer Radial eagle Harbor Vertex insight Glacier atlas Oak focus Peak Crest insight
Fund Managers
Summit ember Frontier prime
Investment Themes
Zenith Ridge Horizon
Investment Vehicles
Signal summit Catalyst
Platform
Insight Insight
Services
Signal Zenith Pathway vital Zenith fusion Ember foundation Oak unison
Technology
Unison zenith Quantum Legacy value Glacier
Owner & Executives
S
STEPHEN RICHARD DAVIS
MANAGING DIRECTOR
- CRD
- #2756832
- Ownership
- 75% or more
(504) 814-5704
value.harbor@foundationcapital.com
in linkedin.com/in/insight-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,925,582 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,925,582 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,925,582
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,554,660,637 | 100.0% |
| Total | $4,554,660,637 | 100.0% |