WORTH FINANCIAL GROUP INC.

WORTH FINANCIAL GROUP INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 13478). Regulatory assets under management: $122.8M.

Registration

• CRD: 13478
• SEC file number: 801-135680
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 13478 on SEC IAPD (source of record)
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