Worth Asset Management, LLC
● SEC registered since 2021CRD 166970SEC# 801-122206Dallas, TX
Reg. AUM
$288.2M
Employees
12
Accounts
333
Location
Dallas, TX
Worth Asset Management, LLC assets under management
Worth Asset Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $288.2 million in regulatory assets under management and employs 12 people.
Worth Asset Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Wildey Waring Control | Member | 10-25% | 2025 |
| Clark Family Living Trust Control | Owner/Managing Member | Over 75% | 2023 |
| James Willard Clark Control | Managing Member | 10-25% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Worth Asset Management, LLC manage?
Worth Asset Management, LLC reports $288.2 million in regulatory assets under management on its Form ADV.
How many employees does Worth Asset Management, LLC have?
Worth Asset Management, LLC reports 12 employees.
Where is Worth Asset Management, LLC located?
Worth Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Does Worth Asset Management, LLC disclose fund performance?
Worth Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17855 Dallas Parkway, Suite 150, Dallas, TX 75287 |
| Phone | 469-257-5074 |
| Office hours | 8:30 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.2M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$288.2Mregulatory AUM
Discretionary $288.1MNon-discretionary $64K