Worth Asset Management

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.

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

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

• Wealth management services
• Retirement planning
• Fiduciary investment advisory
• Financial planning services
• Portfolio management

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core 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

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Various ETFs and Investment Products (e.g., Alger 35 ETF, iShares Emerging Markets ETF, iMGP DBi Managed Futures ETF)minorOthersWorth 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

Broad 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

• Xx.com/worthassetmgmt
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/worth-asset-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Worth Asset Management