WORTHSCAPE, LLC

Overview

Worthscape, LLC is a small registered investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-assets fees plus the option of hourly or fixed fees, and it operates as an individually owned LLC. Investment activity is tilted toward publicly traded equities, with the manager using exchange-traded vehicles as the primary implementation tool. The firm is not positioned as a pension consultant or multi-state adviser, and it does not advertise ESG-driven mandates. Worthscape uses third-party private placement opportunities when appropriate, but its core approach centers on equity exposure for client portfolios and personalized advisory work for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices