Worth Financial Group Inc.
Worth Financial Group Inc. is an SEC-registered ria with $122.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Worth Financial Group Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 13478, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $122.8M (2026-04-21)
- Firm type
- Ria
- Employees
- 11
- Clients
- 55
- CRD
- 13478
- Ownership
- GESIN, LISA LEE
How much AUM does Worth Financial Group Inc. have?
Worth Financial Group Inc. reported $122.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Worth Financial Group Inc.?
Disclosed owners and executives of Worth Financial Group Inc. include GESIN, LISA LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.