Myworth LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 339539
- Registered since
- June 10, 2026
Firm profile
FINTRXOverview
Myworth LLC is organized as a limited liability company and is listed in FINTRX as having registered with the SEC in 2026. Ownership is identified as a mix of a domestic entity and an individual. FINTRX classifies the adviser as “Unclassified” and flags it as not being a capital allocator. Additional registry flags indicate the firm is not an active ESG investor, not a multistate adviser, not a pension consultant, and not listed as a related adviser. FINTRX does not supply descriptive entries for the firm’s advisory activities, fee structure, client segments, or core business lines. Those operational and service-details remain undisclosed in the profile data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Nicholas Leighton
Chief Compliance OfficerCRD 6361574
Contacts
2 of 2Jennifer Dorfmeister
Home Office AssociateCRD 2359244
Victoria Robinson
Financial Advisor and Registered RepresentativeCRD 4556827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 161 Washington Street 8 Tower Brg
- Time zone
- ET (UTC-5)
- Office locations
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