CRD: 126666
Networth Financial Services, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
About Networth Financial Services, LLC
NetWorth Financial Services (Johns Creek, GA) provides integrated wealth management through its Wealth Empowerment Program, coordinating portfolio management with tax and estate strategy and collaborating with clients’ CPAs and attorneys. The firm focuses on single women (including widowed/divorced), entrepreneurs and small business owners, highly compensated executives, and busy families. Portfolios emphasize asset allocation using public funds, including ETFs and mutual funds, with Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Reagan Curl
Chief Compliance Officer, Financial Consultant, President
- CRD
- #3067955
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT JOSEPH OSTAPOWER
Owner
- CRD
- #4581235
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,126,491 | $382,467 |
| Non-Discretionary | $0 | -- |
| Total | $128,126,491 | $382,467 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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