WORTH ADVISORS

2020 S. Tryon Street
Suite 2b
Charlotte, North Carolina 28203
Tel: 704-731-0121

About WORTH ADVISORS

WORTH ADVISORS, formally registered with the SEC as WORTH ADVISORS. The firm was established in 04/21/2021. They have over 3 offices throughout the country.

WORTH ADVISORS is a Charlotte, North Carolina based Financial Planning firm with nearly $232,915,337 assets under management, offering retirement planning & investment advisory services to 1370 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156564
SEC#	801-120877
Assets Managed by Firm	$232,915,337
No. of Clients	1370
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1370	$232,915,337
Individuals (other than high net worth individuals)	411	$97,591,778
High net worth individuals	55	$135,323,559

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