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WORTH ADVISORS

CHARLOTTE, NC · CRD 156564 · IAPD ↗ · worthadvisors.com · 704-731-0121

$280.7MRegulatory AUM
7Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — WORTH ADVISORS changed its website from coachnetworth.com to worthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — WORTH ADVISORS notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — WORTH ADVISORS shrank from 11 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
March 2025 — WORTH ADVISORS reported RAUM up 30% ($179.3M -> $232.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — WORTH ADVISORS now reports custody of client assets ($28.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
September 2024 — WORTH ADVISORS changed its website from worthadvisors.com to coachnetworth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
September 2024 — WORTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — WORTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2024 — WORTH ADVISORS reported RAUM up 29% ($139.1M -> $179.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2024 — WORTH ADVISORS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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