SEC Form ADV

WORTH ASSET MANAGEMENT

Registered Investment AdviserTX
$288.2M
Assets Under Management
12
Employees
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Registration Details

Accession
crd-166970
Location
DALLAS, TX
Filing Date
July 27, 2026
AUM
$288.2M
Institutional Clients
4
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

WORTH ASSET MANAGEMENT is a registered investment adviser headquartered in DALLAS, TX, managing approximately $288.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.