# WORTH FINANCIAL GROUP INC.

WORTH FINANCIAL GROUP INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 13478
- Type: SEC-registered investment adviser
- SEC file number: 801-135680
- Location: 16660 DALLAS PARKWAY, SUITE 2200, DALLAS, TX, 75248-2612
- Phone: (469) 916-4287
- Latest filing: 2026-04-21
- Regulatory AUM: $122.8M
- Discretionary AUM: $122.8M
- Clients: 11
- Accounts: 157

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Lisa Lee Gesin | PRESIDENT/OWNER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/13478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/13478/similar
- Related entities: https://search.stillhousedata.com/firm/13478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/13478

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.