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WORTHVIEW CAPITAL MANAGEMENT LLC
CRD 317179
10 BURTON HILLS BLVD., SUITE 400, NASHVILLE, TN, 37215, United States
Phone
901-647-2852
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$32.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $4.3M |
| High net worth individuals | 11 | $27.9M |
All web addresses on file
Official SEC filing: View on IAPD