Worth Asset Management
Worth Asset Management is an SEC-registered mass-market adviser in Dallas, TX with $288.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Worth Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166970, SEC 801-122206, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $288.2M (2026-04-15)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 12
- Clients
- 333
- CRD
- 166970
- Ownership
- CLARK, JAMES, WILLARD; SOUTHOCEAN MANAGEMENT, INC.; GESIN, LISA, LEE; CLARK FAMILY LIVING TRUST; WARING, CHARLES, WILDEY
How much AUM does Worth Asset Management have?
Worth Asset Management reported $288.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Worth Asset Management?
Disclosed owners and executives of Worth Asset Management include CLARK, JAMES, WILLARD, SOUTHOCEAN MANAGEMENT, INC., GESIN, LISA, LEE, CLARK FAMILY LIVING TRUST, WARING, CHARLES, WILDEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.