Investment adviser · CRD 13478
WORTH FINANCIAL GROUP INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Apr 21, 2026
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 157 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 42 | $118,395,983 | 96.4% |
| Individuals | 13 | $4,435,898 | 3.6% |
Filing source
Form ADV 2093237 · Apr 21, 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: Apr 21, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
16660 DALLAS PARKWAY, SUITE 2200DALLAS, TX, 75248-2612, United States
CRD 13478
Filing source
Form ADV 2093237 · Apr 21, 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.