Worth Financial Group Inc.
● SEC registered since 2026CRD 13478SEC# 801-135680Dallas, TX
Reg. AUM
$122.8M
Employees
11
Accounts
157
Location
Dallas, TX
Worth Financial Group Inc. assets under management
Worth Financial Group Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2026. It reports $122.8 million in regulatory assets under management and employs 11 people.
Worth Financial Group Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Lee Gesin Control | President/Owner/Cco | Over 75% | 2020 |
Frequently asked questions
How much does Worth Financial Group Inc. manage?
Worth Financial Group Inc. reports $122.8 million in regulatory assets under management on its Form ADV.
How many employees does Worth Financial Group Inc. have?
Worth Financial Group Inc. reports 11 employees.
Where is Worth Financial Group Inc. located?
Worth Financial Group Inc. is based in Dallas, TX and has been SEC-registered since 2026.
Does Worth Financial Group Inc. disclose fund performance?
Worth Financial Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16660 Dallas Parkway, Suite 2200, Dallas, TX 75248-2612 |
| Phone | (469) 916-4287 |
| Fax | (469) 916-3916 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.8MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$122.8Mregulatory AUM
Discretionary $122.8M