Networth Advisors, Llc
- Regulatory AUM
- $185M
- Discretionary
- $185M
- Clients
- 405
- Avg AUM / client
- $458K
- Accounts
- 1,081
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 349 | $160M | 86.2% |
| High net worth individuals | 56 | $25.6M | 13.8% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beth Ann Andrews | Managing Member & Chief Compliance Officer | CFP Chartered Financial Consultant | May 2010 (16y) | 75% or more |
| Scott Andrew Hefty | Investment Adviser Representative | CFP Chartered Financial Consultant | Dec 2020 (6y) | Less than 5% |
| Matthew Thomas D'amico | Registered representative | CFP | May 2021 (5y) | |
| Nicholas Michael Uht | Registered representative | Sep 2022 (4y) | ||
| Ayden Mitchell Hanes | Registered representative | Apr 2023 (3y) | ||
| Alex Stephen Nowak | Registered representative | Jul 2025 (1y) | ||
| Jacob Dennis Dachille | Registered representative | CFP | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $185M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗