Worthwhile Wealth

Overview

Worthwhile Wealth operates as a limited liability company owned by an individual and positions itself as an advisor to individuals and small businesses. The firm's stated advisory activities are financial planning and portfolio management targeted at individual and small-business clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The record provided does not show a reported SEC registration year, lists the adviser as not a multi-state adviser, and indicates the firm is not an active ESG investor or a capital allocator.

Assets & Accounts

Location & Offices