KNOW YOUR WORTH FINANCIAL

KNOW YOUR WORTH FINANCIAL is an SEC-registered investment adviser (CRD 306771). Regulatory assets under management: $1.6M.

Registration

• CRD: 306771
• Type: Registered investment adviser
• Phone: 602-529-2728
• Latest filing: 2026-03-06
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306771 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search