WORTH FINANCIAL ADVISORY GROUP, LLC
Doing business as WORTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$280,745,134
Discretionary
$280,745,134
Non-discretionary
$0
Firm details
- CRD number
- 156564
- SEC file number
- 801-120877
- Main office
- CHARLOTTE, NC, United States
- Employees
- 15
- SEC status
- Approved
- Website
- HTTP://WWW.WORTHADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.