Worth Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 156564
- Registered since
- April 21, 2021
- Website
- www.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 a limited liability company and registered with the SEC in 2021. The firm is individually owned and serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model blends percentage-of-AUM billing with hourly and fixed-fee arrangements. Worth Advisors does not identify as an active ESG investor and is not classified as a capital allocator. Industry relationships include affiliations with an accounting firm and an insurance company, which appear to support its planning and risk-management capabilities.
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 2
Glen Wright
Chief Executive OfficerCRD 4162790
Harold Goodlett
Chief Investment OfficerCRD 1947269
Contacts
3 of 5
John 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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