Adviser Profile
| As of Date | 04/24/2026 |
| Registration status | Registration Changed to WORTH FINANCIAL GROUP INC. |
| ADV Location | DALLAS, TX, United States |
| Contact Info | (46 xxxxxxx |
| Websites |
| AUM* | 122,831,881 3957% |
| of that, discretionary | 122,831,881 3957% |
| Number of Employees | 11 |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 782,369 3% |
| % High Net Worth | 76.36% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds