# Worth Asset Management

Worth Asset Management is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** worthassetmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/worthassetmgmt

## Regulatory record

- **CRD number:** 166970
- **SEC file number:** 801-122206
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166970

## About

Worth Asset Management was established in Dallas in 2013 as a registered investment advisor, positioning the firm from inception under the fiduciary standard rather than the suitability standard that governs broker-dealers. The firm's client base skews toward high-net-worth families and corporate retirement plans, a dual constituency that shapes both its service model and its investment committee structure. The founding generation remains unnamed in public filings, which is typical for firms of this scale and private-wealth orientation. Without public track-record disclosures, the specific portfolio construction philosophy is not externally observable, though its RIA registration implies an open-architecture stance toward third-party managers and ETFs. Geographic concentration is Texas-centric, consistent with its headquarters location and the demographics of the Dallas-Fort Worth wealth corridor. Scale metrics are not publicly disclosed; the firm does not appear in industry AUM databases or rankings. It maintains no LinkedIn company page and its website provides limited operational detail. This opacity is common among sub-scale RIAs that source through professional networks rather than content marketing or conference visibility. No adjacent vehicles, philanthropic foundations, or operating-company relationships have been identified in public record. Structurally, Worth Asset Management represents the long-tail independent RIA — an owner-operated fiduciary shop competing on personalized service against consolidators and national platforms. Its differentiation lies in independence and local presence, not in a proprietary investment process or institutional-scale infrastructure. Absent a succession announcement or acquisition, the firm's next chapter remains undefined.

## Questions

### Is Worth Asset Management a fiduciary?

Yes. As a registered investment advisor (RIA), Worth Asset Management is held to the fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to place client interests ahead of its own, a distinction from broker-dealers operating under Regulation Best Interest. The firm has been registered since its 2013 founding.

### Does Worth Asset Management accept institutional capital from outside Texas?

While the firm is not geographically restricted from serving clients across the United States, its Dallas location and lack of satellite offices suggest a client base concentrated in the Dallas-Fort Worth region. Out-of-state corporate-plan relationships, if any, are not enumerated in accessible public records.

## Related profiles

- [Worth Advisors](https://altss.com/profile/worth-advisors)
- [Worthington Enterprises](https://altss.com/profile/worthington-enterprises)

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

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