Worth Charting Group LLC
● SEC registered since 2026CRD 340328SEC# 801-135744New York, NY
Reg. AUM
$2.5M
Employees
2
Accounts
1
Location
New York, NY
Worth Charting Group LLC assets under management
Worth Charting Group LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2026. It reports $2.5 million in regulatory assets under management and employs 2 people.
Worth Charting Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Petraitis | Chief Compliance Officer | Under 5% | 2026 |
| Carter Braxton Worth Control | Owner And Ceo | Over 75% | 2026 |
| Kimberly Simon Control | Coo | Under 5% | 2026 |
Frequently asked questions
How much does Worth Charting Group LLC manage?
Worth Charting Group LLC reports $2.5 million in regulatory assets under management on its Form ADV.
How many employees does Worth Charting Group LLC have?
Worth Charting Group LLC reports 2 employees.
Where is Worth Charting Group LLC located?
Worth Charting Group LLC is based in New York, NY and has been SEC-registered since 2026.
Does Worth Charting Group LLC disclose fund performance?
Worth Charting Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 445 Park Avenue, 9th Floor, New York, NY 10022 |
| Phone | 212-624-2383 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$2.5Mregulatory AUM
Discretionary $2.5M