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WORTHEN FINANCIAL ADVISORS
WORTHEN FINANCIAL ADVISORS, INC.
CRD 316622
104 MELODY LANE, FRIENDSWOOD, TX, 77546, United States
Phone
832-895-1188
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEES
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $19.1M |
| High net worth individuals | 12 | $28.8M |
All web addresses on file
Official SEC filing: View on IAPD