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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2022
- Office Locations
- 3
Office Locations
About Netadvizor Wealth LLC
NetAdvizor Wealth is a fiduciary wealth advisory firm providing holistic financial planning and investment strategy built around behaviors and habits, cash flow, goals, risk tolerance, and retirement planning. Clients receive independent advice, transparent pricing, efficient investing, and monthly reports, supported by a modern client portal and financial dashboard delivered through RightCapital on mobile and desktop.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jordan Fulton
Managing Partner, Wealth Advisor
- CRD
- #6464128
- Ownership
- 75% or more
Timothy Wayne Davis
Chief Compliance Officer, Managing Partner
- CRD
- #6707735
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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SETH MCNEIL DEAVER
Wealth Advisor
- CRD
- #6494685
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,404,801 | -- |
| Non-Discretionary | $8,043,361 | -- |
| Total | $40,448,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,448,162
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,146,990,013 | 30.3% |
| Cash | $4,938,785,607 | 69.7% |
| Total | $7,085,775,620 | 100.0% |