Worth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 11, 2026, reports $281M in regulatory assets under management, 15 employees, 1 office, and 1,266 accounts.
Assets Under Management
$281M
Employees
15
Offices
1 office
Total Clients
451
Primary office
CHARLOTTE, NC
2020 S. TRYON STREET, SUITE 2B, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.4% of total clients.
Top client categories% of clientsClients
1
Individuals
87.4%
394
2
HNWI
12.6%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$281Mas of March 11, 2026
Discretionary100.0%
$281M
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$281M
Total Accounts1,266
10Y AUM Change+$143M (+104.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee30:1
10Y Employee Change+5 (+50.0%)
* 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.