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WORTH CHARTING LLC

NEW YORK, NY · CRD 340328 · IAPD ↗ · worthcharting.com · 212-624-2383

$2.5MRegulatory AUM
2Advisory reps
2Employees
1Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
May 2026 — WORTH CHARTING LLC (NEW YORK, NY) is newly SEC-registered with $2.5M RAUM and 2 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.