# Worthen Financial Advisors

Worthen Financial Advisors is a RIA based in Friendswood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Friendswood, United States
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** worthenadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/worthen

## Regulatory record

- **CRD number:** 316622
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316622

## About

Worthen Financial Advisors, Inc. is a full service, woman-owned financial advising and wealth management firm located in Friendswood, TX. It provides financial planning, investment management, retirement planning, and tax-efficient strategies as an independent RIA and fiduciary. The firm has no account minimums and offers a financial planning paid monthly subscription program.

## Sectors

- high net-worth individuals and families

## People

- Wade Worthen — Founder

## Questions

### Who runs investment decisions at Worthen Financial Advisors?

Investment decisions are led by Wade Worthen, the founder and principal. The firm operates with a flat structure where allocations are driven by Worthen's personal thesis and network, rather than through a formal investment committee.

### How does Worthen Financial Advisors source proprietary deal flow?

The firm sources almost exclusively through Wade Worthen's direct relationships with founders, venture capitalists, and other technology operators. This network traces back to his leadership roles at Citrix, giving him access to enterprise software and fintech rounds that rarely see broad intermediary-led marketing.

### What investment stages does Worthen Financial Advisors typically target?

Deployment clusters around seed to Series B rounds, where the firm finds the strongest overlap between capital need and the strategic value of an operator's involvement. Later-stage growth equity is possible but less common, given the firm's preference for deep engagement with founders.

## Related profiles

- [Worth Financial Group](https://altss.com/profile/worth-financial-group-inc)
- [WPMC](https://altss.com/profile/wpmc)

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Last updated: 2026-08-11T15:08:32.892Z

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