Investment adviser · CRD 166970
WORTH ASSET MANAGEMENT
Investment adviser filing (IA)
WORTH ASSET MANAGEMENT, LLC
DALLAS, TX, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $288M Form ADV · Item 5.F
- Client accounts
- 333 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 247 | $184,906,386 | 64.2% |
| High-net-worth individuals | 82 | $103,230,040 | 35.8% |
| Retirement plans | Fewer than 5 | $64,230 | 0.0% |
Filing source
Form ADV 2108075 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
17855 DALLAS PARKWAY, SUITE 150DALLAS, TX, 75287, United States
CRD 166970
Filing source
Form ADV 2108075 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.