Greenworth Investment Advisors, LLC

Greenworth Investment Advisors, LLC (CRD# 159482) is a financial advisory firm headquartered in , . They manage $4,800,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.greenworthadvisors.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $218,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Greenworth Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Wetzel, financial advisor Santa Ana CA
Scott T. Wetzel
CRD#: 2634374
Santa Ana, CA

Scott Wetzel (CRD# 2634374) is an Investment Advisor Representative working at Greenworth Investment Advisors, LLC in Santa Ana, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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