Worth Advisors
Worth Advisors is an SEC-registered mass-market adviser in Charlotte, NC with $280.7M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Worth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156564, SEC 801-120877, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $280.7M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Charlotte, NC
- Employees
- 15
- Clients
- 451
- CRD
- 156564
- Ownership
- WRIGHT, GLEN, EDWARD
How much AUM does Worth Advisors have?
Worth Advisors reported $280.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Worth Advisors?
Disclosed owners and executives of Worth Advisors include WRIGHT, GLEN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.