Worth Financial Advisory Group, Llc
- Regulatory AUM
- $281M
- Discretionary
- $281M
- Clients
- 451
- Avg AUM / client
- $622K
- Accounts
- 1,266
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 394 | $117M | 41.7% |
| High net worth individuals | 57 | $164M | 58.3% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glen Edward Wright | Chief Compliance Officer | CFP | Jan 2011 (16y) | 75% or more |
| Harold Gregory Goodlett | Registered representative | Jan 2013 (14y) | ||
| Jessica Renee Carnes | Registered representative | Jan 2016 (11y) | ||
| Robin Lee Underwood | Registered representative | CFA | Jan 2024 (3y) | |
| John Patrick Lynch | Registered representative | Jun 2025 (1y) | ||
| Andrew Michael Pitts | Registered representative | Mar 2026 (0y) | ||
| Marsha Thorne | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $240M (85% of AUM) Mar 2026
- TradePMR $29.3M (10% of AUM) Mar 2026
- Tiaa/Cref $11.1M (8% of AUM) Jul 2022
- Wells Fargo $2.1M (2% of AUM) Mar 2021
- Nationwide Bank $2.1M (1% of AUM) Jul 2022
- Interactive Brokers $189K (0% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗