WORTHIQUE

WORTHIQUE is an SEC-registered investment adviser (CRD 333101). Regulatory assets under management: $758K.

Registration

• CRD: 333101
• Type: Registered investment adviser
• Phone: 5106761044
• Latest filing: 2026-03-05
• Regulatory AUM: $758K
• Discretionary AUM: $758K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333101 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search