GREENWORTH INVESTMENT ADVISORS, LLC

other names
  • GREENWORTH INVESTMENT ADVISORS, LLC
  • GREENWORTH ADVISORS
  • GREENWORTH ADVISORS INVESTMENTS
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Adviser Profile
As of Date 04/26/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration California, Approved, 05/23/2012
AUM* 5,200,000 8.33%
of that, discretionary 5,200,000 8.33%
Private Fund GAV* 0
Avg Account Size 305,882 40.20%
% High Net Worth 40.00% 340.00%
SMA’s No
Private Funds 0
Contact Info 949 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees