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WOMEN'S WORTH ADVISORS
Women's Worth Advisors is a New York-based RIA founded in 2012 by Marianne O. Spence, focusing on wealth management for affluent women and families.
WOMEN'S WORTH ADVISORS
WOMEN'S WORTH ADVISORS is an SEC-registered investment adviser in HILTON HEAD ISLAND, SC. The firm manages approximately $26 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
$500M–$1B (Altss estimate)
Location
Region
North America
Country
United States
City
Hilton Head Island
Corporate office
New York, NY, United States
Principals
Marianne O. Spence
Founder & CEO
Laurie A. Zickerman
Managing Director
Beth I. Z. Shapiro
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Women's Worth Advisors?
Marianne O. Spence, founder and CEO, leads the firm alongside managing directors Laurie A. Zickerman and Beth I. Z. Shapiro. Investment decisions are made by the firm's investment committee, though specific member names are not publicly disclosed.
How does Women's Worth Advisors source proprietary deal flow?
The firm does not source proprietary deals; it relies on external asset managers and co-investment opportunities vetted through its network. It operates as a traditional RIA and multi-family office, not as a venture or direct investment firm.
Is Women's Worth Advisors structured as a single family office or does it operate more like a venture firm?
It is structured as a multi-family office and registered investment advisor, serving multiple families. It does not manage a single-family fortune or act as a venture firm; its model is advisory and wealth management-oriented.
Does Women's Worth Advisors participate in fund commitments or only direct deals?
The firm allocates client capital to external funds, including private equity, real estate, and fixed-income vehicles. It also facilitates direct co-investments for qualified clients, but does not maintain its own fund vehicles.
What investment stages does Women's Worth Advisors typically target?
The firm targets a broad range of stages through manager selection, from growth equity and buyouts to real assets and fixed income. It does not focus on early-stage venture capital as a core strategy.
Which sectors does Women's Worth Advisors explicitly avoid?
The firm has not publicly disclosed any explicit exclusions. Its allocation approach is diversified across traditional and alternative asset classes, with no stated sector bans.
Where does the underlying wealth come from?
The wealth origin is not disclosed, as Women's Worth Advisors serves multiple families whose sources are private. The firm focuses on managing capital from high-net-worth individuals and families, often from diverse origins.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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