WORTH FINANCIAL ADVISORY GROUP, LLC
Legal name: WORTH ADVISORS
CRD #156564 SEC #801-120877 CHARLOTTE, NC 704-731-0121
SEC Registered
Total AUM
$232.9M
Discretionary
$232.9M
Employees
15
Clients
251
Accounts
1,370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $232.9M | $232.9M | $0 | 15 | 0 |
| Aug 2024 | $179.3M | $179.3M | $0 | 15 | 0 |
| Aug 2024 | $179.3M | $179.3M | $0 | 15 | 0 |
| Apr 2024 | $179.3M | $179.3M | $0 | 15 | 0 |
| Feb 2024 | $179.3M | $179.3M | $0 | 15 | 0 |
| Sep 2023 | $139.1M | $139.1M | $0 | 13 | 5 |
| Mar 2023 | $139.1M | $139.1M | $0 | 13 | 5 |
| Jul 2022 | $145.2M | $145.2M | $0 | 11 | 5 |
| Jun 2022 | $145.2M | $145.2M | $0 | 10 | 5 |
| Jan 2022 | $145.2M | $145.2M | $0 | 10 | 5 |
| Sep 2021 | $119.2M | $119.2M | $0 | 10 | 5 |
| Jul 2021 | $119.2M | $119.2M | $0 | 10 | 5 |
| Jun 2021 | $119.2M | $119.2M | $0 | 10 | 5 |
| Mar 2021 | $137.6M | $137.6M | $0 | 10 | 5 |
DateFeb 2025
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees15
Clients0
DateAug 2024
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees15
Clients0
DateAug 2024
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees15
Clients0
DateApr 2024
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees15
Clients0
DateFeb 2024
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees15
Clients0
DateSep 2023
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees13
Clients5
DateMar 2023
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees13
Clients5
DateJul 2022
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees11
Clients5
DateJun 2022
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees10
Clients5
DateJan 2022
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees10
Clients5
DateSep 2021
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees10
Clients5
DateJul 2021
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees10
Clients5
DateJun 2021
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees10
Clients5
DateMar 2021
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees10
Clients5