NETWORTH ASSET MANAGEMENT, INC
A78
CRD 105145·SEC 801-129943
AUM
$102.8M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$308K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 2 advisors
'26 · 1 advisors
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.