Investment adviser · CRD 326911
NETWORTH CAPITAL
Investment adviser filing (IA)
NETWORTH LITERACY, INC
MEXICO CITY, Mexico · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $14.4M Form ADV · Item 5.F
- Client accounts
- 220 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 220 | $14,360,000 | 100.0% |
Filing source
Form ADV 2128002 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
AV. MARINA NACIONAL 385MEXICO CITY, 11300, Mexico
CRD 326911
Filing source
Form ADV 2128002 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.