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NETWORTH ADVISORS, LLC

CANONSBURG, PA · CRD 311621 · IAPD ↗ · 724-746-3585

$185.4MRegulatory AUM
6Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — NETWORTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — NETWORTH ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — NETWORTH ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2025 — NETWORTH ADVISORS, LLC reported RAUM up 27% ($125.6M -> $159.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2024 — NETWORTH ADVISORS, LLC now reports custody of client assets ($380,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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