# WORTH ASSET MANAGEMENT, LLC

WORTH ASSET MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 166970
- Type: SEC-registered investment adviser
- SEC file number: 801-122206
- Location: 17855 DALLAS PARKWAY, SUITE 150, DALLAS, TX, 75287
- Phone: 469-257-5074
- Latest filing: 2026-07-27
- Regulatory AUM: $288.2M
- Discretionary AUM: $288.1M
- Non-discretionary AUM: $64K
- Clients: 12
- Accounts: 333

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Lisa Lee Gesin | CCO | — |
| James Willard Clark | CO-TRUSTEE; MANAGING MEMBER | — |
| GESIN LISA LEE | CCO | — |
| WARING CHARLES WILDEY | PRESIDENT | — |
| CLARK JAMES WILLARD | CCO; MANAGING DIRECTOR; MANAGING MEMBER | — |
| Charles Wildey Waring | MEMBER | — |
| Julie Mary Clark | CO-TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166970/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166970/similar
- Related entities: https://search.stillhousedata.com/firm/166970/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166970

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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.