WORTHEN FINANCIAL ADVISORS

WORTHEN FINANCIAL ADVISORS of FRIENDSWOOD, TX is an SEC-registered investment adviser (CRD 316622). Regulatory assets under management: $47.9M.

Registration

• CRD: 316622
• Type: Registered investment adviser
• Location: 104 MELODY LANE, FRIENDSWOOD, TX, 77546
• Phone: 832-895-1188
• Latest filing: 2026-04-20
• Regulatory AUM: $47.9M
• Non-discretionary AUM: $47.9M
• Clients: 1
• Accounts: 204

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search