Worth Asset Management, LLC

EST. AUM
$288,200,656

CONTACTS

CLIENT ACCOUNTS
333

Firm Details

Metro area Dallas
CRD Number 166970
Website worthassetmgmt.com
Client types

Overview

Worth Asset Management, LLC is an independent, SEC-registered investment adviser headquartered in Dallas, Texas. Operating under a strict fiduciary standard, the firm provides comprehensive financial planning, discretionary portfolio management, and ongoing wealth advisory services to individuals, affluent investors, business owners, and retirement plan clients. The firm emphasizes a transparent, fee-only approach that avoids commission-based products and aligns advice with client interests. Its planning process integrates investment management with tax-efficient strategies, Social Security optimization, retirement planning, and legacy wealth transfer considerations. The firm’s investment philosophy is grounded in research-driven asset allocation, utilizing diversified portfolios composed of individual equities, fixed-income securities, and low-cost exchange-traded funds designed to support long-term wealth preservation and growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Worth Asset Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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