Worth Financial Advisory Group, LLC
● SEC registered since 2021CRD 156564SEC# 801-120877Charlotte, NC
Reg. AUM
$280.7M
Employees
15
Accounts
1,266
Location
Charlotte, NC
Worth Financial Advisory Group, LLC assets under management
Worth Financial Advisory Group, LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $280.7 million in regulatory assets under management and employs 15 people.
Worth Financial Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glen Edward Wright Control | Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Worth Financial Advisory Group, LLC manage?
Worth Financial Advisory Group, LLC reports $280.7 million in regulatory assets under management on its Form ADV.
How many employees does Worth Financial Advisory Group, LLC have?
Worth Financial Advisory Group, LLC reports 15 employees.
Where is Worth Financial Advisory Group, LLC located?
Worth Financial Advisory Group, LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Does Worth Financial Advisory Group, LLC disclose fund performance?
Worth Financial Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2020 S. Tryon Street, Suite 2b, Charlotte, NC 28203 |
| Phone | 704-731-0121 |
| Fax | 704-731-0119 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1964358 |
| Discloses disciplinary history | No |
Regulatory AUM
$280.7M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$280.7Mregulatory AUM
Discretionary $280.7M