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WORTH ASSET MANAGEMENT

DALLAS, TX · CRD 166970 · IAPD ↗ · worthassetmgmt.com · 469-257-5074

$288.2MRegulatory AUM
8Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — WORTH ASSET MANAGEMENT notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — WORTH ASSET MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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