RIA Intel›Advisers›Texas›WORTH ASSET MANAGEMENT, LLC

WORTH ASSET MANAGEMENT, LLC

Advisory

N·DALLAS, TX

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM
$288M
1-Year AUM Growth
+11.0%
3-Year CAGR
+16.4%
Employees
8
Assets Under Management
Total AUM$288M
Discretionary AUM$288M
Non-Discretionary AUM$64K
Discretionary %100%
Total Clients344
Team
Total Employees8
Investment Advisers12
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingJul 30, 2021
Latest FilingFeb 25, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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