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Worth Financial Group Inc.

● SEC registered since 2026CRD 13478SEC# 801-135680Dallas, TX
Export (members)
Reg. AUM
$122.8M
Employees
11
Accounts
157
Location
Dallas, TX

Worth Financial Group Inc. assets under management

Worth Financial Group Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2026. It reports $122.8 million in regulatory assets under management and employs 11 people.
www.worthfinancialgroup.comView on SEC.gov ↗

Worth Financial Group Inc. owners & executives

1 reported
NameTitleOwnershipSince
Lisa Lee Gesin ControlPresident/Owner/CcoOver 75%2020

Frequently asked questions

How much does Worth Financial Group Inc. manage?

Worth Financial Group Inc. reports $122.8 million in regulatory assets under management on its Form ADV.

How many employees does Worth Financial Group Inc. have?

Worth Financial Group Inc. reports 11 employees.

Where is Worth Financial Group Inc. located?

Worth Financial Group Inc. is based in Dallas, TX and has been SEC-registered since 2026.

Does Worth Financial Group Inc. disclose fund performance?

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

Contact & registration

Address16660 Dallas Parkway, Suite 2200, Dallas, TX 75248-2612
Phone(469) 916-4287
Fax(469) 916-3916
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.8M
Non-discretionary$0
Total (RAUM)$122.8M