Overview
Assets Under Management: $233 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
WORTH FINANCIAL ADVISORY GROUP, LLC 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 #156564), WORTH FINANCIAL ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
WORTH FINANCIAL ADVISORY GROUP, LLC is headquartered in CHARLOTTE, NC.
WORTH FINANCIAL ADVISORY GROUP, LLC serves 55 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, WORTH FINANCIAL ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WORTH FINANCIAL ADVISORY GROUP, LLC manages $233 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, WORTH FINANCIAL ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,370
Discretionary Accounts: 1,370
Regulatory Filings
CRD Number: 156564
Last Filing Date: 2025-02-26 00:00:00
Website: https://worthadvisors.com