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Net Worth Solutions
Net Worth Solutions provides dedicated advisory and financial consulting services from an investment advisor. They tactically manage liquid, investable assets...
Net Worth Solutions
Net Worth Solutions provides dedicated advisory and financial consulting services from an investment advisor. They tactically manage liquid, investable assets using low cost and tax efficient ETFs, as well as directly managed stock and/or fixed income portfolios. The firm was born out of the idea that there is a better and more cost efficient way to have portfolios managed, blending traditional money management with internet, software technology and social media.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Henderson
Corporate office
Henderson, NV, United States
Principals
Chris Carosa
President
Sector focus
Frequently asked questions
Is Net Worth Solutions structured as a single-family office or a multi-family office?
It is a multi-family office. The firm serves multiple unrelated client families through its registered investment advisory structure, combining traditional wealth planning with access to proprietary private deals. Unlike a single-family office that serves one wealth creator, Net Worth Solutions pools investment opportunities across its client base.
Does the firm participate in fund commitments or only direct deals?
The firm's emphasis is on direct transactions — real estate acquisitions, private credit originations, and equity stakes in operating businesses. There is no public evidence of Net Worth Solutions allocating client capital to third-party private equity or venture capital funds. This direct-only posture differentiates it from multi-family offices that blend fund commitments with co-investment programs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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