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| Worth Financial Advisory Group LLC
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|---|---|
| CRD # | 156564 |
| SEC # | 801-120877 |
| CIK # | 0001964358 |
| AUM | 280.7 M (2026-03-11) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-731-0121 |
| Address | 2020 S Tryon Street Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 3.1 | ||
| Alphabet Inc | 1.6 | ||
| AbbVie Inc | 0.5 | ||
| Alphabet Inc | 0.2 | ||
| Apple Inc | 0.1 | ||
| Bloom Energy Corp | 0.1 | ||
| Airbnb Inc | 0.1 | ||
| Abbott Laboratories | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 117.1 |
| (b) Individuals (high net worth individuals) | 57 | 163.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,266 | 280.7 |
| By Discretionary | ||
| Discretionary | 1,266 | 280.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,266 | 280.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.7 | |
| Total | 1,266 | 280.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964358] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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