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- Custodian
- Altruist · Charles Schwab & Company · Equity Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1977
- Office Locations
- 2
Office Locations
About Networth Asset Management, INC
NetWorth Asset Management is a retail advisory firm providing financial planning and investment management for individuals and families, with guidance spanning insurance, retirement planning, estate planning, and wealth preservation. The firm offers market and research resources for clients and implements portfolios primarily using ETFs, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROGER ALLEN HUBLEY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #251984
- Ownership
- 75% or more
AMY ELIZABETH BETHKE
Owner, Registered Representative
- CRD
- #4374210
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Jonathan Michael Leftwich
--
- CRD
- #7449256
JOHN ANDREW SHUMSKI
Vice President
- CRD
- #1636896
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,813,096 | $206,867 |
| Non-Discretionary | $0 | -- |
| Total | $102,813,096 | $206,867 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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