NET WORTH SOLUTIONS LLC

NET WORTH SOLUTIONS LLC of SURPRISE, AZ is an SEC-registered investment adviser (CRD 129704). Regulatory assets under management: $48.9M.

Registration

• CRD: 129704
• Type: Registered investment adviser
• Location: 15331 W BELL ROAD, SURPRISE, AZ, 85374
• Phone: 480-281-1577
• Latest filing: 2026-01-13
• Regulatory AUM: $48.9M
• Discretionary AUM: $48.9M
• Clients: 1
• Accounts: 189

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129704 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search