$18.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
-- Punta Gorda FL
About Worthynest LLC
WorthyNest is a Florida-based RIA focused on parents and families seeking values-aligned financial guidance. Led by Deb Meyer (CFP, CPA, CEPA), the firm provides retirement planning, tax strategies, investment management, insurance evaluations, and education funding support. The team also educates through the Beyond Budgets podcast and the book Redefining Family Wealth.
Team overview
41 AVG AGE
$18.0M AVG AUM / ADVISOR
$720.9K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DEBORAH LYNN MEYER
Chief Compliance Officer, Managing Member
- CRD
- #4563906
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,022,274 | -- |
| Total | $18,022,274 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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