Worth Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 156564
- Registered since
- April 21, 2021
- Website
- www.worthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.29%
- Individuals41.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Worth Advisors, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm registered with the SEC in 2021. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor. Worth Advisors is organized as an LLC and is owned by an individual. Its business relationships include ties with accountants and an insurance company, which appear to support client planning and insurance product access.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$176M in ETFs
53%
$94.1M
39%
$82.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $16.3M | 112,233 | 9.23% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2020 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WMS Advisors, LLC
RIACharlotte, NC
Muirfield Wealth Advisors LLC
RIACharlotte, NC
Lyon Wealth Advisors
RIACharlotte, NC
Sparta Wealth Partners
RIACharlotte, NC
Gibert Wealth Management
RIACharlotte, NC
WSC & Company, LLC
RIACharlotte, NC