WORTH ADVISORS
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 156564
- Registered since
- April 21, 2021
- Website
- worthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.29%
- Individuals41.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Worth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owner-operated and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as a capital allocator and is not marked as an active ESG investor. Industry ties noted in FINTRX include relationships with an accounting firm and an insurance company.
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 Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Other1%
Owners & executives
2 of 2GLEN WRIGHT
Chief Executive OfficerCRD 4162790
HAROLD GOODLETT
Chief Investment OfficerCRD 1947269
Contacts
3 of 5JOHN LYNCH
Investment Advisor RepresentativeCRD 2444435
Marsha Thorne
SENIOR CLIENT SERVICE ADVISORCRD 1351585
ROBIN UNDERWOOD
Senior Financial AdvisorCRD 1488849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$29.7M in ETFs
29%
$8.5M
71%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR EQUITY MANAGED FLOOR ETF (SFLR) | Innovator | Active | Options Trading | $6.9M | 60,130 | 23.33% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 2020 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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