Overview
Assets Under Management: $288 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 82
Average Client Assets: $1 million
Frequently Asked Questions
WORTH ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166970), WORTH ASSET MANAGEMENT is subject to fiduciary duty under federal law.
WORTH ASSET MANAGEMENT is headquartered in DALLAS, TX.
WORTH ASSET MANAGEMENT serves 82 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, WORTH ASSET MANAGEMENT offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
WORTH ASSET MANAGEMENT manages $288 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, WORTH ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.82
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 333
Discretionary Accounts: 329
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 166970
Filing ID: 2043513
Last Filing Date: 2026-02-25 09:37:13