# WORTH FINANCIAL ADVISORY GROUP, LLC

WORTH FINANCIAL ADVISORY GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 156564
- Type: SEC-registered investment adviser
- SEC file number: 801-120877
- Location: 2020 S. TRYON STREET, SUITE 2B, CHARLOTTE, NC, 28203
- Phone: 704-731-0121
- Latest filing: 2026-03-11
- Regulatory AUM: $280.7M
- Discretionary AUM: $280.7M
- Clients: 15
- Accounts: 1,266

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Glen Edward Wright | CHIEF COMPLIANCE OFFICER | — |
| WRIGHT GLEN EDWARD | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 704-731-0121 |
| — | — | 1 | 704-731-0121 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156564/similar
- Related entities: https://search.stillhousedata.com/firm/156564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156564

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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.