Worth Charting LLC
Worth Charting LLC is an SEC-registered ria with $2.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Worth Charting LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340328, data through 2026-04-13.
- AUM (assets under management / regulatory AUM)
- $2.5M (2026-04-13)
- Firm type
- Ria
- Employees
- 2
- CRD
- 340328
- Ownership
- Petraitis, Brian, Joseph; WORTH, CARTER, BRAXTON; Simon, Kimberly
How much AUM does Worth Charting LLC have?
Worth Charting LLC reported $2.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-13).
Who owns Worth Charting LLC?
Disclosed owners and executives of Worth Charting LLC include Petraitis, Brian, Joseph, WORTH, CARTER, BRAXTON, Simon, Kimberly. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.