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WORTH FINANCIAL GROUP INC.
CRD 13478 · SEC 801-135680
16660 DALLAS PARKWAY, SUITE 2200, DALLAS, TX, 75248-2612, United States
Phone
(469) 916-4287
Fax
(469) 916-3916
Registration
— (—)
Source
State registered
Total AUM
$122.8M
Discretionary AUM
$122.8M
Team
11 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.4M |
| High net worth individuals | 42 | $118.4M |
All web addresses on file
Official SEC filing: View on IAPD