WORTH CONSIDERING, INC.
ROCHESTER, NY · CRD 157904 · IAPD ↗ · worthconsidering.com · 585-389-6197
$55.1MRegulatory AUM
1Advisory reps
1Employees
6Clients
26-50Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
November 2024 — WORTH CONSIDERING, INC. (ROCHESTER, NY) left the SEC roster (was $55.1M RAUM, 1 reps).
Recruiting & transitionsM&A & valuation
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.