RIA Intel›Advisers›Florida›WORTHYNEST LLC

WORTHYNEST LLC

Advisory

FL

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in FL

#2,025

of 2,610 advisers by AUM

Average account

$186K

across 97 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MO, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BRICKELL FINANCIAL GROUP LLC

$18M

RWF WEALTH MANAGEMENT LLC

$18M

STEIN FINANCIAL LLC

$18M

VANTAGE PRIVATE WEALTH, LLC

$18M

HOMESTEAD FINANCIAL LLC

$18M

LULLA WEALTH FINANCIAL, LLC

$18M

Get the full picture on WORTHYNEST LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WORTHYNEST LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans