# Worth Advisors

Worth Advisors is a Wealth Manager / RIA based in Charlotte, United States.

## Overview

- **Organization type:** Wealth Manager / RIA
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** worthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/worthadvisors

## Regulatory record

- **CRD number:** 156564
- **SEC file number:** 801-120877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156564

## About

Founded in 2006, Worth Advisors set up in Charlotte, North Carolina, as a registered investment advisor providing financial planning and discretionary portfolio management. The firm serves individuals, high-net-worth families, businesses, corporate profit-sharing plans, and pension plans. Its origins correspond with an era when independent RIAs began unbundling from brokerage wires, though the firm has kept a deliberately low public profile without the aggressive national marketing associated with larger registered investment advisors. Public record does not surface specific portfolio companies, private-market commitments, or alternative-asset vehicles; available disclosures point to asset allocation, retirement-income planning, and tax-aware portfolio construction for U.S.-domiciled clients. Its geographic footprint concentrates in the Southeast, with a Charlotte base serving clients across North Carolina and neighboring states. Team size and total assets under management remain undisclosed, consistent with a privately held firm below SEC large-adviser thresholds or operating as a state-registered RIA. No adjacent philanthropic foundations, club memberships, or separate operating businesses appear in the public domain. Structurally, the firm operates as a fiduciary multi-client advisory practice rather than a single-family office, but its low-profile posture means its most meaningful differentiator is the absence of a scale imperative — it is not asset-gathering to satisfy private-equity backers or a consolidator's roll-up targets, which can preserve alignment with clients who prefer relationship continuity over institutional brand depth.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Does Worth Advisors run proprietary funds or separate accounts?

The firm's regulatory filings and public disclosures describe discretionary portfolio management and financial planning, pointing toward separately managed accounts rather than a proprietary fund complex. Worth Advisors does not appear to sponsor mutual funds, ETFs, or private pooled vehicles. This separates it from asset-management firms with in-house product manufacturing.

## Related profiles

- [Worley Erhart-Graves Financial Advisors](https://altss.com/profile/worley-erhart-graves-financial-advisors)
- [Worth Asset Management](https://altss.com/profile/worth-asset-management)

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Last updated: 2026-08-11T02:43:31.692Z

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