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CRD: 139220
Worthscape, LLC
$88.4M Total AUM
$88.4M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2010
- Office Locations
- 1
Office Locations
1184 14th Place NE Atlanta GA
About Worthscape, LLC
Worthscape, LLC is an Atlanta-based RIA serving retail clients with financial planning and portfolio construction, including asset allocation and business-succession planning. The firm appears to run primarily ETF-based SMAs (majority of assets), supplemented by mutual funds and cash, with fixed-income and occasional private placements. Custody is reported at Fidelity/NFS.
Team overview
-- AVG AGE
$88.4M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
16.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT ANDREW JETMUNDSEN
Chief Compliance Officer
- CRD
- #730557
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,352,541 | $990,418 |
| Non-Discretionary | $0 | $256,359 |
| Total | $88,352,541 | $862,756 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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