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WORTH ADVISORS
WORTH FINANCIAL ADVISORY GROUP, LLC
CRD 156564 · SEC 801-120877
2020 S. TRYON STREET, SUITE 2B, CHARLOTTE, NC, 28203, United States
Phone
704-731-0121
Fax
704-731-0119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.7M
Discretionary AUM
$280.7M
Team
15 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 394 | $117.1M |
| High net worth individuals | 57 | $163.7M |
States served
CA, CO, DC, GA, IL, IN, LA, MI, MS, NE, NY, NC, OH, OK, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD