SEC Form ADV

WORTH ASSET MANAGEMENT

Registered Investment AdviserTX
$288.2M
Assets Under Management
333
Total Clients
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Registration Details

Accession
CRD-166970
Location
DALLAS, TX
Filing Date
April 15, 2026
AUM
$288.2M
Total Clients
333
Amendment
No

About this Adviser

WORTH ASSET MANAGEMENT is a registered investment adviser headquartered in DALLAS, TX, managing approximately $288.2M in assets across 333 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.