NETWORTH FINANCIAL SERVICES, LLC
CRD #126666 SEC #801-132858 JOHNS CREEK, GA 678-319-0111
SEC Registered
Total AUM
$121.8M
Discretionary
$121.8M
Employees
5
Clients
10
Accounts
332
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURL, REAGAN, CONRAD | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 25, 2025 REGISTERED
Notice Filings (2)
GA TX
Address
11255 PARSONS ROADSUITE 200
JOHNS CREEK, GA 30097
United States
Phone: 678-319-0111