Networth Asset Management, Inc
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 245
- Avg AUM / client
- $420K
- Accounts
- 497
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 202 | $46.2M | 44.9% |
| High net worth individuals | 43 | $56.6M | 55.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hubley, Sigrid, Anne | Vice President/Secretary | Oct 1977 (49y) | 10% – 25% | |
| Roger Allen Hubley | President/Ceo/Chief Compliance Officer | CFP Chartered Financial Consultant | Oct 1977 (49y) | 75% or more |
| Bethke, Amy, Elizabeth | Owner | Dec 2016 (10y) | 10% – 25% | |
| John Andrew Shumski | Registered representative | Apr 2013 (13y) | ||
| Jonathan Michael Leftwich | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Equity Trust Company $54.7M (53% of AUM) Mar 2026
- Truist Financial Corp $25.9M (25% of AUM) Mar 2026
- Altruist Financial $25.9M (25% of AUM) Mar 2026
- Charles Schwab & Co. $3.6M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗