RIA Intel›Advisers›California›WORCESTER JR, DAVID A

WORCESTER JR, DAVID A

Advisory

LODI, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#3,135

of 5,480 advisers by AUM

Average account

$869K

across 80 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$61M

Non-Discretionary AUM$9M

Discretionary %87.4%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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