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Worth Financial Advisory Group, LLC

● SEC registered since 2021CRD 156564SEC# 801-120877Charlotte, NC
Export (members)
Reg. AUM
$232.9M
Employees
15
Accounts
1,370
Location
Charlotte, NC

Worth Financial Advisory Group, LLC assets under management

Worth Financial Advisory Group, LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $232.9 million in regulatory assets under management and employs 15 people.
www.worthadvisors.comView on SEC.gov ↗

Worth Financial Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Glen Edward Wright ControlChief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Worth Financial Advisory Group, LLC manage?

Worth Financial Advisory Group, LLC reports $232.9 million in regulatory assets under management on its Form ADV.

How many employees does Worth Financial Advisory Group, LLC have?

Worth Financial Advisory Group, LLC reports 15 employees.

Where is Worth Financial Advisory Group, LLC located?

Worth Financial Advisory Group, LLC is based in Charlotte, NC and has been SEC-registered since 2021.

Does Worth Financial Advisory Group, LLC disclose fund performance?

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

Contact & registration

Address2020 S. Tryon Street, Suite 2b, Charlotte, NC 28203
Phone704-731-0121
Fax704-731-0119
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1964358
Discloses disciplinary historyNo

Assets under management

Discretionary$232.9M
Non-discretionary$0
Total (RAUM)$232.9M