WORTH ASSET MANAGEMENT, LLC
Legal name: WORTH ASSET MANAGEMENT
CRD #166970 SEC #801-122206 DALLAS, TX 469-257-5074
SEC Registered
Total AUM
$270M
Discretionary
$247.6M
Employees
10
Clients
--
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $270M | $247.6M | $22.5M | 10 | 0 |
| Feb 2025 | $270M | $247.6M | $22.5M | 10 | 0 |
| Feb 2025 | $270M | $247.6M | $22.5M | 10 | 0 |
| Apr 2024 | $274.5M | $255.8M | $18.7M | 10 | 0 |
| Feb 2024 | $274.5M | $255.8M | $18.7M | 10 | 0 |
| Feb 2024 | $274.5M | $255.8M | $18.7M | 10 | 0 |
| Oct 2023 | $247.3M | $231.6M | $15.6M | 8 | 0 |
| Aug 2023 | $247.3M | $231.6M | $15.6M | 8 | 0 |
| Jun 2023 | $247.3M | $231.6M | $15.6M | 8 | 0 |
| Feb 2023 | $247.3M | $231.6M | $15.6M | 8 | 0 |
| Nov 2022 | $204.6M | $185.5M | $19.1M | 8 | 0 |
| Apr 2022 | $204.6M | $185.5M | $19.1M | 8 | 0 |
| Mar 2022 | $204.6M | $185.5M | $19.1M | 8 | 0 |
| Nov 2021 | $171M | $152.8M | $18.2M | 8 | 0 |
| Oct 2021 | $171M | $152.8M | $18.2M | 8 | 0 |
| Jul 2021 | $171M | $152.8M | $18.2M | 8 | 0 |
DateOct 2025
Total AUM$270M
Discretionary$247.6M
Non-Disc.$22.5M
Employees10
Clients0
DateFeb 2025
Total AUM$270M
Discretionary$247.6M
Non-Disc.$22.5M
Employees10
Clients0
DateFeb 2025
Total AUM$270M
Discretionary$247.6M
Non-Disc.$22.5M
Employees10
Clients0
DateApr 2024
Total AUM$274.5M
Discretionary$255.8M
Non-Disc.$18.7M
Employees10
Clients0
DateFeb 2024
Total AUM$274.5M
Discretionary$255.8M
Non-Disc.$18.7M
Employees10
Clients0
DateFeb 2024
Total AUM$274.5M
Discretionary$255.8M
Non-Disc.$18.7M
Employees10
Clients0
DateOct 2023
Total AUM$247.3M
Discretionary$231.6M
Non-Disc.$15.6M
Employees8
Clients0
DateAug 2023
Total AUM$247.3M
Discretionary$231.6M
Non-Disc.$15.6M
Employees8
Clients0
DateJun 2023
Total AUM$247.3M
Discretionary$231.6M
Non-Disc.$15.6M
Employees8
Clients0
DateFeb 2023
Total AUM$247.3M
Discretionary$231.6M
Non-Disc.$15.6M
Employees8
Clients0
DateNov 2022
Total AUM$204.6M
Discretionary$185.5M
Non-Disc.$19.1M
Employees8
Clients0
DateApr 2022
Total AUM$204.6M
Discretionary$185.5M
Non-Disc.$19.1M
Employees8
Clients0
DateMar 2022
Total AUM$204.6M
Discretionary$185.5M
Non-Disc.$19.1M
Employees8
Clients0
DateNov 2021
Total AUM$171M
Discretionary$152.8M
Non-Disc.$18.2M
Employees8
Clients0
DateOct 2021
Total AUM$171M
Discretionary$152.8M
Non-Disc.$18.2M
Employees8
Clients0
DateJul 2021
Total AUM$171M
Discretionary$152.8M
Non-Disc.$18.2M
Employees8
Clients0