Worth Advisors

CRD 156564 · Charlotte, NC · $280.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 156564
SEC number: 801-120877
Firm type: RIA
Assets under management: $280.7M as of Mar 11, 2026
Website: www.worthadvisors.com ↗
Phone: 704-731-0121
Address: 2020 S. Tryon Street, Charlotte, NC, 28203

Advisors at this firm

7 in our index · page 1 of 1

Jessica Renee CarnesCRD 5408821 · Charlotte, NC

IA Registered
Harold Gregory GoodlettCRD 1947269 · Charlotte, NC

IA Registered

Disclosure event(s) on record
John Patrick LynchCRD 2444435 · Westminster, CO

IA RegisteredRegistration inactive
Andrew Michael PittsCRD 7689219 · Charlotte, NC

IA RegisteredRegistration inactive
Marsha ThorneCRD 1351585 · Charlotte, NC

IA RegisteredRegistration inactive
Robin Lee UnderwoodCRD 1488849 · Charlotte, NC

IA Registered
Glen Edward WrightCRD 4162790 · Charlotte, NC

IA Registered

Source & corrections

Where this page comes from

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