Worthique

Overview

Worthique operates as a small, independent registered investment adviser organized as a limited liability company and registered in California. Ownership is individual-controlled and the firm focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor, is not set up as a capital allocator, and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices