WORTH ASSET MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 166970). Regulatory assets under management: $288.2M.
Compensation: % of AUM.
Clients served: High net worth, Charities, Other.
| 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 | — |