Women's Worth Advisors
Firm details
- Headquarters
- Hilton Head Island, South Carolina
- CRD number
- 310961
- Website
- womensworthadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Women's Worth Advisors is an independent, South Carolina–registered LLC that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage activities. Its fee model includes both a percentage-of-AUM component and fixed fees. The firm is organized for a single-owner structure and reports a state-focused practice rather than a multi-state advisory footprint. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents20%
- Non-Exchange Traded Equities16%
Contacts
1 of 1
Gloria Maxfield
Financial Advisor & FounderCRD 6810073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hilton Head Island, SC
Beaufort
Location
Hilton Head Island, SC
Headquartered in Hilton Head Island, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 15 Hospital Center Cmns
- Time zone
- ET (UTC-5)
- Office locations
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