NetWorth Asset Management

NetWorth Asset Management

NetWorth Asset Management began operations in 2009, filing its initial Form ADV with the SEC that same year. Brian Sheen serves as President and Chief Compliance Officer, indicating a lean governance structure typical of boutique investment advisory practices. The firm is domiciled in The Villages, a master-planned retirement community spanning three counties, which provides a distinct and concentrated demographic base for its wealth management services. Its client list includes individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and trusts. The firm's regulatory filing describes its advisory business as encompassing investment planning and financial planning — a combination that generally points toward a holistic wealth management model rather than a single-strategy asset manager. Its discretionary assets are managed across portfolios that, per standard practice for firms of this profile, likely include a mix of equities, fixed income, and mutual funds, though the firm does not publicly detail its asset allocation framework. NetWorth Asset Management does not disclose participation in direct co-investments, club deals, or alternative asset vehicles. Geographic activity is concentrated in Florida, serving clients primarily from its headquarters in The Villages. NetWorth Asset Management operates as a small practice by regulatory standards, with a team size that has historically remained below ten professionals based on its SEC filings. The firm maintains a single office in The Villages and has not disclosed satellite locations or expansion outside Florida. There are no known adjacent vehicles, philanthropic foundations, or operating businesses affiliated with the firm. Management has not announced any material organizational changes, strategic pivots, or new fund launches in recent years. Structurally, the firm differs from many wealth managers by operating in a retirement-centric satellite city rather than a traditional financial hub, which shapes both its client acquisition funnel and its investment posture. The Chief Compliance Officer role held by the founder obviates the need for external regulatory infrastructure, creating a cost structure that supports a smaller client book. The absence of disclosed external capital vehicles or institutional partnerships keeps the advisory relationship tightly bound between the founder and each client.