| Name | Title | Ownership | Since |
|---|---|---|---|
| Clark Family Living Trust Control | Owner/Managing Member | Over 75% | 2023 |
| James Willard Clark Control | Managing Member | 10-25% | 2013 |
| Lisa Lee Gesin Control | Cco | Under 5% | 2022 |
Worth Asset Management, LLC reports $270 million in regulatory assets under management on its Form ADV.
Worth Asset Management, LLC reports 10 employees.
Worth Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Worth Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16660 Dallas Parkway, Suite 1000, Dallas, TX 75248-2612 |
| Phone | 469-257-5074 |
| Office hours | 8:30 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $247.6M |
| Non-discretionary | $22.5M |
| Total (RAUM) | $270M |