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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WRIGHT, GLEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (19)
CA CO DC FL GA IL IN LA MI NC NE NY OH OK PA SC TN TX VA
Address
2020 S. TRYON STREETSUITE 2B
CHARLOTTE, NC 28203
United States
Phone: 704-731-0121