WORTHY FINANCIAL SERVICES

WORTHY FINANCIAL SERVICES of WESTMINSTER, MD is an SEC-registered investment adviser (CRD 142462). Regulatory assets under management: $28.1M.

Registration

• CRD: 142462
• Type: Registered investment adviser
• Location: 607 NURSERY ROAD, WESTMINSTER, MD, 21157-6109
• Phone: 410-751-6923
• Latest filing: 2025-03-27
• Regulatory AUM: $28.1M
• Discretionary AUM: $28.1M
• Clients: 1
• Accounts: 154

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search