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WORTH ASSET MANAGEMENT

WORTH ASSET MANAGEMENT, LLC

CRD 166970 · SEC 801-122206

Visit website

17855 DALLAS PARKWAY, SUITE 150, DALLAS, TX, 75287, United States

Phone

469-257-5074

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$288.2M

Discretionary AUM

$288.1M

Team

12 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

Portfolio management (individuals)Educational seminarsPORTFOLIO MANAGEMENT FOR 401K

Client types

TypeClientsAUM
Individuals247$184.9M
High net worth individuals82$103.2M
Pension/profit sharing plans4$64K

States served

AR, LA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD