Net Worth Advisors

Overview

Net Worth Advisors is a state registered investment adviser based in Waterloo, IA, registered since 2012. It has 3 investment adviser representatives.

Employees

2

Advisory reps

3

Registered since

2012

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Ross James Barbatti Owner, Chief Compliance Officer CRD 4707696

Advisory reps 3 of 3

• Ross J Barbatti Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4707696
• Thomas Joseph Barbatti Investment Adviser Rep CRD 12073
• Marilyn L Quinn Insurance Agent · Registered Rep · Investment Adviser Rep CRD 723494

Location

Headquarters

315 E San Marnan Dr
Waterloo, IA 50702

County

Black Hawk

Metro area

Waterloo-Cedar Falls, IA

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: networthadv.com

Every state, with registration dates

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