WORTH FINANCIAL GROUP INC.
SEC Form ADV profile.
Total regulatory AUM
$137,904,962
Discretionary
$137,904,962
Non-discretionary
$0
Firm details
- CRD number
- 13478
- SEC file number
- 801-135680
- Main office
- DALLAS, TX, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.