WORTH CHARTING LLC
WORTH CHARTING GROUP LLC
CRD 340328 · SEC 801-135744
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
445 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.5M
Discretionary AUM
$2.5M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $2.5M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD