Overview
Assets Under Management: $233 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 55
Average Client Assets: $2 million
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