Worth Asset Management
SEC RegisteredLet's Build And Protect Your Wealth
About the firm
At Worth Asset Management, we do more than manage money — we build relationships that last through every season of life. Based in Dallas–Fort Worth, our fiduciary advisors take a comprehensive approach to your finances, integrating investments, retirement, tax, and estate strategies so every part of your plan works together to protect and grow what you've built.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary wealth management including investment management, retirement income strategies, tax planning, estate planning, cash flow management, employee retirement plans, succession and exit strategies, and protection planning.
Who they serve
Families and individuals, those preparing for retirement, business owners, and people going through life transitions such as divorce, career changes, or loss.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fixed $0-$250k | 1.25% |
| Fixed $250k-$1m | 1.00% |
| Fixed $1m-$2m | 0.90% |
| Fixed $2m-$3m | 0.80% |
| Fixed $3m-$4m | 0.70% |
| Fixed $4m+ | 0.00% |
| Floating $0-$250k | 0.75% |
| Floating $250k-$1m | 0.50% |
| Floating $1m-$2m | 0.40% |
| Floating $2m-$3m | 0.30% |
| Floating $3m-$4m | 0.20% |
| Floating $4m+ | 0.00% |
Data as of July 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Worth Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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