Networth Literacy, Inc
- Regulatory AUM
- $14.4M
- Discretionary
- $14.4M
- Clients
- 220
- Avg AUM / client
- $65.3K
- Accounts
- 220
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 220 | $14.4M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chavero Moya, Ricardo, Miguel | Ceo | Nov 2019 (7y) | 50% – 75% | |
| Soto Reyes, Gerardo, Octavio | Cco | Nov 2019 (7y) | 25% – 50% |
Undisclosed: 0% – 25% 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) | 01/08/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $14.4M (100% of AUM) Jan 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: Jan 08, 2026.
View current Form ADV (SEC/IAPD) ↗