# WORTH FINANCIAL MANAGEMENT LLC

WORTH FINANCIAL MANAGEMENT LLC of CHESTNUT HILL (PHILADELPHIA), PA is an SEC-registered investment adviser.

## Registration

- CRD: 281672
- Type: SEC-registered investment adviser
- SEC file number: 801-106999
- Location: 8331 GERMANTOWN AVENUE, 2ND FLOOR, CHESTNUT HILL (PHILADELPHIA), PA, 19118
- Phone: (844) 967-8436
- Latest filing: 2017-09-07
- Regulatory AUM: $2.7M
- Discretionary AUM: $2.7M
- Clients: 6
- Accounts: 1,827

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| WIEDER DAVID PAUL | OWNER | — |
| MOSER SIGWARD MARKUS | OWNER | — |
| SMITH JANE MARIE | CHAIRWOMAN; MANAGING MEMBER | — |
| BASILE BRIDGOT SHARON | DIRECTOR OF FINANCIAL PLANNING & INVESTMENT OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| Jipson Emily Wynn | CHIEF PRODUCT OFFICER; CHIEF PRODUCT OFFICER AND CHIEF COMPLIANCE OFFICER; GENERAL MANAGER | — |
| Steinberg Amanda Malia | FOUNDER; INVESTOR / OWNER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| GAMBOL MICHAEL J | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jacobs Deni Dveris | INVESTOR | — |
| GAMBOL MICHAEL JOHN | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281672/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281672/similar
- Related entities: https://search.stillhousedata.com/firm/281672/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281672

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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.