Worth Asset Management
Worth Asset Management is an independent, SEC-registered fiduciary RIA in Dallas, Texas, founded in 2013, providing integrated wealth management — retirement, portfolio, tax, estate, and insurance planning — to individuals, families, and business owners nationwide.
- Company typePrivate
- Founded2013
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Worth Asset Management does
Worth Asset Management, LLC is an independent, SEC-registered investment advisor founded in 2013 and headquartered in Dallas, Texas. The firm operates as a fiduciary wealth manager serving individuals, families, and business owners across the Dallas-Fort Worth market and nationwide, offering an integrated suite of services: Retirement Planning, Portfolio Management, Financial Planning, Tax Planning, Estate Planning Guidance, and Risk & Insurance Planning. Approximately nine credentialed advisors (CFP®, RICP®, CRPC®, CCFC®, CFS) deliver personalized advice through scheduled consultations and at least two in-person reviews per year, with a stated 97% client retention rate and average advisor tenure of 20+ years.
The firm does not operate a proprietary technology platform; client account access is delivered through a Charles Schwab-powered client portal, and portfolio management relies on standard third-party financial planning tools and investment vehicles (e.g., ETFs and mutual funds). The team is structured around a CIO-led investment committee, a Director of Operations, a Chief Compliance Officer with 25+ years of securities industry experience, and producing advisors, several of whom joined from Fidelity Investments and other large institutions.
Worth Asset Management generates revenue through recurring investment advisory fees charged on assets under management, consistent with the fee-only RIA model and its stated fiduciary, no-commission operating posture. Pricing is not publicly disclosed; prospective clients are directed to schedule consultations for personalized fee information. The go-to-market is relationship-led via referrals, client testimonials, and content marketing through its "Worth Insights" blog, with no paid advertising, marketplace listings, or third-party distribution partnerships disclosed.
Worth Asset Management firmographics
Firmographics- Name
- Worth Asset Management
- Legal name
- Worth Asset Management, LLC
- Website
- https://worthassetmgmt.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Worth Asset Management is an independent, SEC-registered fiduciary RIA in Dallas, Texas, founded in 2013, providing integrated wealth management — retirement, portfolio, tax, estate, and insurance planning — to individuals, families, and business owners nationwide.
- Ownership category
- akta.pro rank
Worth Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate & Legacy Planning Advisory (FSAEAAAG), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Worth Asset Management is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Worth Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Others, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Worth Asset Management generates revenue through investment advisory fees, typical for SEC-registered investment advisors. The firm operates as a fiduciary, meaning recommendations are aligned with client best interests. Specific fee structures (AUM-based, flat-fee, or hourly) are not publicly disclosed on the website.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalized wealth management services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Worth Asset Management product offering
Product offeringCore offering
Worth Asset Management is an SEC-registered investment advisor that delivers fiduciary wealth management services to individuals, families, and business owners. Its core offerings are retirement planning, portfolio management, financial planning, tax planning, estate planning guidance, and risk/insurance planning, delivered as an integrated, holistic strategy rather than standalone transactions. The firm charges advisory fees and operates without commissions on product sales.
Product overview
Worth Asset Management offers a unified suite of fiduciary wealth management services designed for individuals, families, and business owners. The firm's core offerings include Retirement Planning, Portfolio Management, Financial Planning, Tax Planning, Estate Planning Guidance, and Risk & Insurance Planning. These services are delivered through personalized advisor relationships with a comprehensive, holistic approach that integrates investments, retirement, tax, and estate strategies. As an SEC-registered investment advisor operating as a fiduciary, the firm provides unbiased advice with no commissions or product sales, focusing on long-term client relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Helps clients prepare for and live in retirement by designing sustainable income strategies, optimizing Social Security and pensions, planning for healthcare costs including Medicare, and addressing legacy and beneficiary needs. Intended for individuals and families at or approaching retirement.
- Portfolio Management Builds and manages personalized investment strategies tailored to client goals, risk tolerance, and timeline, using a disciplined, research-driven approach led by the firm's investment committee. Intended for individuals, families, and business owners seeking ongoing investment oversight.
- Financial Planning Provides comprehensive financial planning that simplifies budgeting, saving, debt, insurance, and long-term goals into one cohesive strategy. Intended for individuals and families seeking a holistic plan across their financial life.
- Tax Planning Structures income and investments to reduce taxes, uncover missed opportunities, and adapt strategies to changing tax laws. Intended for individuals, families, and business owners seeking tax-aware investment and income decisions.
- Estate Planning Guidance Provides estate planning guidance including beneficiary planning, asset titling, and strategies for transferring wealth according to client wishes. Intended for individuals and families focused on legacy and multi-generational wealth transfer.
- Risk & Insurance Planning Helps clients identify potential risks and select appropriate coverage, including life, disability, and long-term care insurance, to protect families and futures. Intended for individuals, families, and small business owners seeking to manage financial risk.
Quantifiable outcome
- 97% client retention rate
- +1 more outcomes
Companies that use Worth Asset Management
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
Worth Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Worth Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Various ETFs and Investment Products (e.g., Alger 35 ETF, iShares Emerging Markets ETF, iMGP DBi Managed Futures ETF)minorWorth Asset Management, as an institutional investor and registered investment advisor, makes investment decisions on behalf of clients, including investments in various ETFs and funds. These are not formal partnerships but rather investment holdings where Worth acts as an investor managing client assets.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Worth Asset Management competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Large national RIA combining traditional advisory with corporate 401(k) rollover business; comparable holistic planning focus but at much larger scale with broader service breadth.
- Fidelity Wealth Management: Diversified financial services firm with significant wealth advisory arm serving individuals and families. Competes for retirement-planning clients and was specifically named as a previous employer of several Worth team members.
- Merrill Lynch Wealth Management: Wirehouse wealth management division offering investment advisory, retirement, and estate planning. Competes for the same retiree/affluent client base but with vastly larger scale and brand recognition.
Direct peers
- Sanctuary Wealth: Partner-owned wealth management platform supporting independent advisors with back-office, technology, and investment capabilities. Comparable fiduciary RIA model serving HNW clients.
- Buckingham Strategic Wealth: Mid-sized fiduciary RIA offering integrated financial planning, investment management, and tax/estate services to individuals and families. Closely comparable in fiduciary model, holistic service suite, and target client segments.
- Carson Group: RIA and coaching/support platform serving independent financial advisors with holistic wealth management services. Comparable in fiduciary advisor model, although larger and more technology/ecosystem-oriented.
- Mariner Wealth Advisors: National fiduciary wealth advisory firm offering financial planning, investment management, and tax/estate services. Comparable integrated offering, though significantly larger and more geographically diversified.
- The Colony Group: Independent fiduciary wealth management firm delivering personalized financial planning, investment management, and family office services. Comparable in boutique positioning, integrated planning approach, and HNW client focus.
Emerging players
- Farther: Tech-enabled RIA serving HNW clients with a hybrid advisor + digital planning model. Comparable fiduciary positioning and integrated planning, but with proprietary technology as a differentiator Worth lacks.
Others
- Dynasty Financial Partners: Provider of turnkey technology, investment, and operations support to independent RIAs. Comparable ecosystem connection (similar to Worth's reliance on Schwab) but serves as an enabling partner rather than direct competitor.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Worth Asset Management social profiles
Digital presenceWorth Asset Management compliance and trust
Trust signalCompliance1 record
Worth Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Worth Asset Management leadership team
Management profileNumber of profiles
Profiles9 records
Worth Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Worth Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Worth Asset Management
What does Worth Asset Management do?
Worth Asset Management is an SEC-registered investment advisor that delivers fiduciary wealth management services to individuals, families, and business owners. Its core offerings are retirement planning, portfolio management, financial planning, tax planning, estate planning guidance, and risk/insurance planning, delivered as an integrated, holistic strategy rather than standalone transactions. The firm charges advisory fees and operates without commissions on product sales.
Is Worth Asset Management a public or private company?
Worth Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Worth Asset Management founded?
Worth Asset Management was founded in 2013. It employs 11 to 50 people.
Where is Worth Asset Management based?
Worth Asset Management is headquartered in Dallas, United States, in the North America region.
How does Worth Asset Management make money?
One revenue line is on record: investment Advisory Services.
Who are Worth Asset Management's main competitors?
Broad incumbents on record are Edelman Financial Engines, Fidelity Wealth Management and Merrill Lynch Wealth Management. Direct peers are Sanctuary Wealth, Buckingham Strategic Wealth, Carson Group, Mariner Wealth Advisors and The Colony Group. Farther is listed as an emerging player. Dynasty Financial Partners is listed as an others.
Does Worth Asset Management have an API?
No public API is recorded for Worth Asset Management.
What industry is Worth Asset Management in?
Worth Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.