Worth Charting LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 340328
- Registered since
- April 14, 2026
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Worth Charting LLC is a limited liability company registered with the SEC in 2026 and organized as an institutional registered investment adviser. The firm is owned by an individual and positions itself to serve institutional clients. Its stated advisory activity is portfolio management for investment companies, and it bills clients on a percentage-of-assets-under-management basis. The firm is listed as not acting as a capital allocator and is not identified as an active ESG investor. It is also not described as a multi-state adviser, pension consultant, or related adviser in the provided data.
Assets & Accounts
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
Owners & executives
3 of 3Brian Petraitis
Chief Compliance OfficerCRD 7255407
Carter Worth
Founder & CEOCRD 1707653
Kimberly Simon
Chief Operating OfficerCRD 8231786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 445 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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