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NETWORTH FINANCIAL SERVICES, LLC

JOHNS CREEK, GA · CRD 126666 · IAPD ↗ · 678-319-0111

$128.1MRegulatory AUM
2Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — NETWORTH FINANCIAL SERVICES, LLC (JOHNS CREEK, GA) is newly SEC-registered with $121.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.