Greenworth Investment Advisors, LLC

Greenworth serves individual clients through fee-based consultation and discretionary portfolio management, overseeing roughly $5 million in client assets across eight accounts. Like many independent advisers, it charges advisory fees based on assets under management and focuses on ongoing portfolio management for individuals.

The firm’s investment approach emphasizes documented, long-term strategies, combining value and passive investing with valuation‑based models and an effort to reduce emotion in decision‑making; it does not use leverage or margin. Investment analysis draws on a wide range of sources including company filings, financial statements, third‑party research, and company events to inform security selection.

Noteworthy operational features include that the firm’s principal manages all client assets directly and does not select third‑party managers, and clients provide full discretionary authority while being restricted from placing trades in managed accounts. The principal reports averaging about twenty hours per week running the advisory business while also working as a project manager and holding a general contractor license, and the firm discloses that broad diversification is not a primary strategy, which can lead to more concentrated exposures than many peers.