Networth Asset Management, Inc

Registered investment adviser · CRD #105145

Form ADV data as of 2026-09-01

Regulatory assets

$102.8 million

Total accounts

497

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/in/jonathan-leftwich/
Telephone: 352 268 2080
SEC file number: 801-129943
Most recent Form ADV filing: 2026-03-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$102.8 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$102.8 million
Discretionary accounts	497
Non-discretionary accounts	0
Total accounts	497
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	1
Employees performing investment advisory functions (including research)	1
Employees who are registered representatives of a broker-dealer	1
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters

Other business activities

Registered representative of a broker-dealerInsurance broker or agent

Affiliated related persons

Other investment adviser (including financial planners)Lawyer or law firmInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	202	$46.2 million
High net worth individuals	43	$56.6 million