Worthique

Overview

Worthique is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small business clients. Its fee model combines a percentage-of-AUM component with the ability to charge hourly and fixed fees, which aligns with a hybrid service approach that blends ongoing asset management with project-based planning work. Investment activity at Worthique is modest and conservative. Reported assets are concentrated in cash and cash equivalents, and the firm lists mutual funds among the primary investment vehicles used in client accounts. Worthique does not identify itself as an active ESG investor, is not a capital allocator to external managers, and does not operate as a multi-state or pension consultant adviser. Given the small client base and asset base, the firm appears to deliver highly personalized, client-specific planning and discretionary management rather than running large model portfolios or broad institutional programs.

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Location & Offices