WORTH WEALTH ADVISORS

Investment committee details and named principals are not publicly disclosed. The firm operates as a registered investment advisor with a fiduciary duty to clients, and investment decisions are made by internal advisors subject to client-approved investment policies (per SEC registration filings).

Worth Wealth Advisors does not publicly disclose a minimum asset threshold. As a multi-family office, minimums are typically set on a case-by-case basis, often ranging from $5 million to $25 million or higher for full family office services (per industry norms).

The firm structures client exposure to private markets through direct co-investments alongside experienced sponsors and through curated private equity and venture capital fund vehicles. The specific proportion between direct deals and fund commitments is not publicly detailed.

Worth Wealth Advisors is registered as an RIA and operates as an independent multi-family office, serving multiple unrelated families. It does not manage capital for a single founding family, distinguishing it from single-family offices that invest for one household.

The firm advises clients on charitable strategies, including establishing donor-advised funds and charitable trusts, but does not operate its own philanthropic foundation. Philanthropic planning is offered as part of the broader estate and generational wealth transfer advisory.