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WORTH FINANCIAL GROUP INC.

DALLAS, TX · CRD 13478 · IAPD ↗ · worthfinancialgroup.com · (469) 916-4287

$137.9MRegulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — WORTH FINANCIAL GROUP INC. (DALLAS, TX) is newly SEC-registered with $122.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.