Wealth Net Advisors, Inc. (Littleton)


Wealth Net Advisors, Inc. is an internet adviser based in Littleton. It manages $2.42 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Colorado.

Wealth Net Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Net Advisors: assets under management

The assets under management (AUM) of Wealth Net Advisors, Inc. is $2.42 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1 million in discretionary accounts and $1.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $353.23 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wealth Net Advisors, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Littleton

The principal office where Wealth Net Advisors, Inc. performs its advisory services is located at 5944 S. Kipling Pkwy, Suite 302, Littleton, CO 80127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-222-0087. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at wealthnetadvisors.com.