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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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