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Worth Charting Group LLC

● SEC registered since 2026CRD 340328SEC# 801-135744New York, NY
Export (members)
Reg. AUM
$2.5M
Employees
2
Accounts
1
Location
New York, NY

Worth Charting Group LLC assets under management

Worth Charting Group LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2026. It reports $2.5 million in regulatory assets under management and employs 2 people.
www.worthcharting.comView on SEC.gov ↗

Worth Charting Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Joseph PetraitisChief Compliance OfficerUnder 5%2026
Carter Braxton Worth ControlOwner And CeoOver 75%2026
Kimberly Simon ControlCooUnder 5%2026

Frequently asked questions

How much does Worth Charting Group LLC manage?

Worth Charting Group LLC reports $2.5 million in regulatory assets under management on its Form ADV.

How many employees does Worth Charting Group LLC have?

Worth Charting Group LLC reports 2 employees.

Where is Worth Charting Group LLC located?

Worth Charting Group LLC is based in New York, NY and has been SEC-registered since 2026.

Does Worth Charting Group LLC disclose fund performance?

Worth Charting Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address445 Park Avenue, 9th Floor, New York, NY 10022
Phone212-624-2383
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.5M
Non-discretionary$0
Total (RAUM)$2.5M