DALLAS, TXCRD 13478Registration Status: ApprovedEffective since April 22, 2026Latest ADV April 21, 2026
Worth Financial Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 21, 2026, reports $123M in regulatory assets under management, 11 employees, 3 offices, and 157 accounts.
Assets Under Management
$123M
Employees
11
Offices
3 offices
Total Clients
55
Primary office
DALLAS, TX
16660 DALLAS PARKWAY, SUITE 2200, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.4% of total clients.
Top client categories% of clientsClients
1
HNWI
76.4%
42
2
Individuals
23.6%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of April 21, 2026
Discretionary100.0%
$123M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$123M
Total Accounts157
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee5:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.